Top Retirement Plan Adviser for 2nd Straight Year


01/15/2012
 

 

 

Wheeling, WV – McKinley Carter Wealth Services ("McKinley Carter"), a wealth management firm with offices in Wheeling and Charleston, West Virginia as well as Pittsburgh, Pennsylvania, has once again been featured within Plan Adviser Magazine's list of "2012 Top 100 Retirement Plan Advisers".

PlanAdviser Magazine, a national publication that provides comprehensive industry news, regulatory and investment information and research and training to financial advisers, published their list of "2012 Top 100 Retirement Plan Advisers " in their January – February 2012 issue. The list highlighted quantitative standouts, in terms of dollar value of qualified plan assets under advisement as well as number of plans. Additionally, the list highlighted those who have a demonstrable presence, defined as having more than a tenth of their practice focused on 403(b) plans, defined contribution plan, nonqualified plans, or 457 plans.

This year's "Top 100" was comprised of 40 advisers and 60 adviser teams. Tom Anthony, with McKinley Carter Wealth Services, was among the 40 advisers listed. Anthony received recognition on the list as a Retirement Plan Adviser with 50 to 70 plans under advisement. As stated by Plan Adviser Magazine, “Skilled retirement plan advisers have been indispensable resources to their plan sponsor clients. Size isn’t everything, of course—but it is an objective measure of success, and one well worth acknowledging.”

To compile the "Top 100" list nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of the advisers, including investment vendors, accountants and attorneys, and pension administrators. Advisers who have attained the PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. The "Top 100" list is based solely on quantitative factors.

For more information or to view the entire list visit planadviser.com.

 

McKinley Carter Wealth Services ("McKinley Carter") is an SEC registered investment adviser with its principal place of business in the State of West Virginia.  MCWS and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MCWS maintains clients.  MCWS may only transact business in those states in which it is registered /notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.  This press release is limited to the dissemination of general information pertaining to its investment advisory services.  Any subsequent, direct communication by MCWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  For additional information about MCWS, including fees and services, send for our disclosure statement as set forth on Form ADV from MCWS using the contact information herein.  Please read the disclosure statement carefully before you invest or send money.

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