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New Year, New Resolutions

With the new year comes reflection on what we achieved in the prior year. Did we fall short? Or did we succeed and want to continue our momentum?

If your New Year resolution involves relieving "money stress" by creating a financial plan in partnership with a professional advisor, you're not alone. Learn how to get started, and let 2023 be the year you begin your journey toward financial autonomy.

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2020: The Year of Challenge, Change, Comeback

Technology and internal protocols we put in place well before anyone ever heard of COVID-19 prepared us to make the seamless move to virtual operations.

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Your Name Has Changed...So Now What?

What agencies or entities should you alert when you've changed your name due to marriage, divorce, or adoption? Check out this comprehensive list!

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Why Happy Employees Lead to Happy Customers

At MCWS, we proudly invest in providing a workplace where employees WANT to be. Learn more about how we turn that passion into excellence in client care.

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MCWS Approved as Investment Manager with The Pittsburgh Foundation

After a thorough vetting of McKinley Carter’s practices and investment strategies, MCWS has been approved as a Third-Party Investment Manager with The Pittsburgh Foundation. Learn more.

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Simple Ways to Prevent a Painful Healthcare Dilemma for your Family

Simple advanced planning can save your loved ones much heartache when it comes to handling a medical emergency. Here are three things you can do to ensure your wishes will be followed.

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‘You Get Me!’

McKinley Carter advisors pride themselves on a relationship-driven approach to their advisory work — one that engages the client as an active partner, and one where the advisor serves as a trusted fiduciary, confidante, and friend.

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Turning Knowledge into Action

To best leverage expertise and experience of our advisors, MCWS formed Specialized Practice Groups to serve as a resource for the firm and clients. Learn more!

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Service Standards Key to Client Success

McKinley Carter adds value to our wealth management, nonprofit, and retirement plan clients through the quality of service standards we provide. Learn more.

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