Services

McKinley Carter Financial Planning Consultants helps individuals, their families, businesses, endowments, and non-profits in the following areas:

Wealth Management Services

To us, wealth management means more than stocks, bonds, and market conditions. It’s about understanding our clients’ present situation and all the assets impacting that situation, as well as educating them about the full range of financial issues and opportunities before them. Our financial planning consultants are there to help coordinate the necessary actions that will make the best possible use of those assets.


Retirement Plan Services

We provide an “open architecture” retirement plan structure and a fiduciary consulting service designed to meet the unique needs of each business owner client and its employee participants. Our retirement planning consultants’ goal is a simple one: to help employers (or plan sponsors) and their employee participants create a retirement plan that will help them successfully reach their retirement goals.


Nonprofit Advisory Services

Having a trusted financial consulting team with strong leadership and communication skills as well as an extensive background in nonprofit executive management, our Nonprofit Advisory team is second to none. Not only does our team offer the investment management expertise that is paramount to charitable organizations and agencies who strive for sustainability and long-term relevance within their communities, but we also provide the endowment management, finance, fundraising, executive leadership, board development, and strategic planning expertise that quite often make the difference in a nonprofit’s success. We know how to help organizations grow their assets through financial analysis, campaign readiness, and strategic planning discussions. We know how to engage board members in an organization’s mission. We pride ourselves on proving the professional, but personal attention required to prepare an organization for growth.

Learn more about the knowledge, skills, and experience of our team

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