McKinley Carter Wealth Services, a financial services firm headquartered in Wheeling, W.Va, was recently recognized as a 2017 Five-Diamond Employer by the West Virginia Chamber of Commerce. Established to honor West Virginia-based companies that exhibit an outstanding commitment to employee development, community service, and employee empowerment, the awards were announced April 25 at the West Virginia Chamber’s Annual Human Resources Conference held in Charleston.
All chamber member companies doing business in the state of West Virginia are eligible for the Five-Diamond Award, and McKinley Carter was one of just seven companies honored with the designation. To be considered for the award, the WV Chamber considered the following areas as they relate to McKinley Carter’s five-region operation: current employee policies, standard practices, continuing education opportunities for employees, community service participation, and the ways in which the firm aims to empower its employees.
McKinley Carter President and Managing Director David McKinley, CFP®, attributes this statewide recognition to the firm’s highly professional advisors and operational staff.
“We’re very honored to receive this award,” McKinley said. “It just reinforces what we’ve always known is key to our mission and high service standards: Provide a work environment that is empowering, supportive, and hopefully fun too, for all employees. We not only want our people to enjoy coming to work and helping our clients reach their financial goals, but we want them to feel invested in our firm’s future and to be supported in their own professional growth.”
While headquartered in Wheeling, McKinley Carter Wealth Services operates additional West Virginia offices in Charleston and Parkersburg, as well as offices in the Pittsburgh, Pa., and D.C. Metro region. The firm’s 36 employees provide wealth management services to individuals, families, business owners, and nonprofits located in 30 different states and in the Caribbean and Europe.
In 2015, McKinley Carter was named a Top 100 U.S Fee-Only Wealth Manager by CNBC, an authority in the financial industry. The firm was ranked 80th out of a nationwide pool of more than 15,000 fee-only wealth managers.
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Planning Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability.
To learn more about the 2015 CNBC Top 100 Wealth Managers List, visit the CNBC website at www.cnbc.com/id/102605785.