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McKinley Carter Wealth Services Named a 2023 Best Places to Work for Financial Advisors by InvestmentNews

McKinley Carter was chosen as one of this year’s top firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

WHEELING—March 8, 2023—McKinley Carter Wealth Services has been recognized as a 2023 Best Places to Work for Financial Advisers as announced by InvestmentNews today. 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 three-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 as a three-peat recipient. It shows a level of consistency and commitment that our organization is not only focused on client service excellence but also on creating a welcoming corporate culture that attracts highly professional talent. Our #1 asset continues to be our McKinley Carter work family, and we are 100% committed to our employees’ needs, concerns, and well-being.”

This year McKinley Carter was ranked #8 among the 23 firms recognized in its employee-size group.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. As noted by InvestmentNews, "Workplace culture is one of the most powerful employee magnets. Demand for talent continues strong in the financial advisory and related investment spheres, despite overall economic and workplace uncertainty. No company can coast on the assumption that it’s a good place to work, and therefore will attract and retain essential staff, especially professionals. This year’s InvestmentNews Best Places to Work for Financial Advisors illustrates how thoughtful leadership and practices deliver operational results that translate to talent-attracting culture.”

To learn more about the InvestmentNews 2023 Best Places to Work for Financial Advisers, click here.




About InvestmentNews

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 six regional offices: Wheeling and Charleston (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.

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