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Announcing our new Southwestern Ohio Division!

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Retirement Plan Services

Your future, our focus. For you: clear analysis, independent guidance and fiduciary oversight. For your employees: accessibility, practical solutions and actionable, jargon-free advice. Even if you have no intention of retiring, establishing a retirement plan gives you options—whatever path you choose—and helps attract and keep the best people.

A Strategy That Fits You and Your Employees

For You

For Your Employees

Retirement Plan Services

Discover the many benefits the Retirement Plan Services Team at McKinley Carter Wealth Services provides to its plan sponsor clients (business owners) and their participants (employees).

What is CEFEX?

What does it mean to be CEFEX-certified? Learn more about McKinley Carter's CEFEX Certification and download "Road to Fiduciary Security".

CEFEX Certification
Regional Health Care Company
CASE STUDY: Regional Health Care Company

One of the largest employers in its state, this company’s retirement plan didn’t use to be so healthy.

Meet our Advisors
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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.

Reach out for a consultation.
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