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Kathleen McDermott receiving the Sharp Shooter award from WV Exec Magazine.

Recognitions & Accomplishments

A commitment to helping clients manage their total financial situation, an entrepreneurial vision, and strong management team have taken McKinley Carter to national recognition, fueled by the skills and ambition of its principals and team of professionals.

With $1 Billion in assets under management, the firm has been listed in national publications, such as Medical Economics Magazine and Inc. Magazine, and has been recognized in industry specific publications, such as Financial Advisor, InvestmentNews, and Wealth Manager, as one of the nation’s leading RIA firms.

In 2015, the firm was ranked in the Top 100 of U.S. Fee-Only Wealth Managers by CNBC.

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2011

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