McKinley Carter Listed Among "Best Financial Advisers for Doctors"


Wheeling, WV - Medical Economics magazine, a national publication that provides busy physicians with practical information and expert advice on medical practices, personal finances and professional careers, has selected McKinley Carter Wealth Services among "The 150 Best Financial Advisers for Doctors".

According to Medical Economics magazine, this list (featured in their November 7, 2008 Issue) is designed to help doctors find not just any financial adviser but those who have experience working with doctors and the issues particular to them.  And considering the state of the current economy – the list could not have been released at a better time.

Numerous nomination forms and questionnaires were submitted by either physician-readers who wanted to recommend their personal adviser, advisers nominated by their colleagues and even advisers who nominated themselves.  The questionnaires detailed the advisers' credentials, education, area of expertise, total amount of assets under management, percentage of physician clients, professional achievements and affiliations with medical organizations.

To narrow down the list of candidates, preference was given to those with a depth of knowledge about a broad range of financial issues, at least 10 years of experience, those who serve on hospital boards/health-care charitable boards and those who had a large portion of physician clients.

"As a long time reader of Medical Economics magazine" Will Carter, McKinley Carter's Director of Wealth Management stated, "I am always impressed with the sophisticated presentation of financial matters that are uniquely important to doctors. I am therefore very pleased by the decision of its editors to include our firm in its "top 150" list, which I speculate was prompted because of McKinley Carter's comprehensive and pro-active approach to helping our physician clients manage their total financial situation -- not just their investments, but also their business and career planning, tax, risk management, retirement planning, debt management, estate and legacy planning, philanthropy, and other financial concerns."

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