Wealth Management Services

In recent years, the term "wealth management planning" has come to mean different things to different people. At McKinley Carter, effective wealth management planning starts with three core commitments we make to each client, every day:

We provide a deep bench of technical financial and investment industry expertise so no question goes unanswered.

We understand your time is valuable – in fact, we think time is your most important asset. So, we treat it that way by providing a team of industry experts that can answer any question and give professional advice – from investments, taxes, trusts, and estate planning to risk management, retirement planning, and business succession planning…and just about everything in between! Any concern or question you have can be handled quickly and efficiently with just one phone call to McKinley Carter.

We provide financial peace of mind to clients so they can concentrate on the other important things in life.

Life is crazy enough without having to add the pressures that go with trying to manage, coordinate, and effectively plan for a successful financial life. So, relax, we will handle all that for you. Moreover, we enjoy serving as your personal “coach,” keeping you on track with your financial goals, discussing opportunities as they arise, and guiding you through life’s challenges. We never provide cookie-cutter answers because we know everyone’s situation is unique. We will take the time to get to know and understand you ­­— your personal situation, values, interests, and ambitions.


For us, transparency is key. That’s why you’ll always know the status of your individual account via 24/7 access to your portfolio’s performance through our convenient, online client portal. And because we want to educate our clients about relevant market trends, geo-political news, and financial tips that can help them, we also provide timely e-communications and a robust blog library.

We provide a sensible, flexible, and transparent fee structure. 

Our first goal is to provide professional wealth management services, guidance, and expertise that exceeds expectations. The second goal is to reduce client costs whenever possible. We operate as a fee-only wealth management advisory firm, and are not commission-based. We are paid directly by our clients, and our fees are based on either a percentage of the value of the investment accounts we are managing or as a fixed quarterly consulting fee. We strive to keep our trading and mutual fund costs as low as possible to ensure we maximize your return on investment.


At McKinley Carter, you know exactly what you’re paying and can choose to stop those payments at any time. You never have to worry that “the clock is running" when you are working with your McKinley Carter advisor. Rest assured, your best interests are our best interests.


Do you know how your advisor is compensated? Do you have questions or concerns regarding your current fee structure?
 


Contact us for a comprehensive review of your total financial situation.


Learn more about our Uncommon Approach to Wealth Management














 







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