WHEELING—March 1, 2021—McKinley Carter Wealth Services has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today.
From the tens of thousands of advisory firms around the country, McKinley Carter was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“We are very honored to be a two-time recipient of the Best Places to Work award,” said David McKinley, President and Chief Investment Officer at McKinley Carter. “We first received the award in 2019, but it’s even more special this time around after such an unprecedented 2020. Our team successfully navigated many challenges – the stress and anxiety of the pandemic and subsequent lockdowns, an historic market downturn, and a complete pivot to all-virtual client meetings and events. As a firm, we manage nearly $2 Billion in assets for our clients; but without a doubt, our #1 asset is our McKinley Carter family. We are 100% committed to our employees’ needs, concerns and well-being.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”
To learn more about the InvestmentNews 2021 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
The InvestmentNews headquarters are located in New York, with offices in Washington D.C. InvestmentNews is part of Bonhill Group.
About McKinley Carter
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan 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. McKinley Carter also earned the Fiduciary Excellence Certification from CEFEX®, the Centre for Fiduciary Excellence, LLC. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.