Where will the road take you? Building a financial partnership that prepares you for life’s challenges might start with investments—but for us, it also means bringing you along for every step of the process. An obstacle or a windfall is an opportunity to share as much of our expertise as possible.
A Disciplined Process To Meet Your Goals.
What are your goals? Your essentials? Your lifestyle needs? Are you risk-averse?
They can be active, passive or a hybrid. We’ll help you decide which makes the most sense for you.
Key economic indicators and market metrics help us assess opportunity—and risk.
Fundamental, technical or quantitative analysis? There’s a time and a place for each.
Including monthly updates on valuation, our outlook and the strategies we’re implementing.
CASE STUDY: John and Maryanne
Meet our Advisors
Monica M. Garver, CPA, CFP®, AIFA®, CDFA®
Director of Retirement Plan Services and Financial Strategist
Expect to Leave Invigorated.
Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.
Let's Connect and Thrive
Call us directly at (866) 306-2400 or send us a message.