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Announcing our new Southwestern Ohio Division!

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Advisory Services

Explore the stories that demonstrate McKinley Carter’s uncommon approach to investment management and our steadfast commitment to helping clients champion their own financial instincts and ‘master their wealth’.

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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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5 Most Frequently Asked Questions about your Client Portal

Valuable information and FAQs about the new McKinley Carter client portal.

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