Master Your Wealth
At McKinley Carter, we believe confidence is your most valuable asset. So we work with you to sharpen your financial instincts and knowledge. This way, you are in the best possible position to take control of your wealth and future—and excited at the prospect.Our Philosophy
What's Your Goal?
Build your financial instincts along with your wealth.
Performance based on goals, not benchmarks.
Retirement plans designed and managed for peak return.
Stay true to your values without sacrificing financial returns.
Each person is different, as is their vision for the future.
See how we’ve helped our clients find their financial confidence and the best way forward.
CASE STUDY: John and Maryanne
Married business owners, John and Maryanne, had saved and invested throughout their working lives. Still, they were asking themselves, “Are we okay to retire?”
CASE STUDY: Regional Health Care Company
One of the largest employers in its state had two major problems with its pension plan: poor participation and inefficient asset allocations among those employees who did participate.
CASE STUDY: Amy and Steve
Two physicians in their mid-30s had a home and family—but no plan for managing their medical school debt or saving for their children’s education and their own retirement.
CASE STUDY: Human Services Nonprofit
A non-profit agency faced troubled times, from reductions in funding to an uncooperative board. The situation had to change, or the organization would close.
Expect to Leave Invigorated.
Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.