Wealth Management

At McKinley Carter, our team of advisors provides comprehensive financial solutions and guidance, while always ensuring the highest fiduciary standards of integrity and care. Our client relationships are built on trust, transparency, and a commitment that we will take a holistic approach in crafting a customized LifePlan that gets you where you want to go and boosts your financial confidence and instincts along the way.

Beyond Invested

Wealth Management Concentric Circle — This graphic illustrates McKinley Carter’s client-centered approach to wealth management by integrating all key areas of financial planning. Through an ongoing process of leadership, coaching, execution, and mobilization, it demonstrates how every aspect is thoughtfully interconnected and continuously adapted to support the client’s unique goals and life plans.

Helping you achieve your goals with clarity and purpose.

At McKinley Carter, your wealth is more than just numbers on a balance sheet. We understand the complexities that come with significant assets and are dedicated to empowering you to achieve your financial goals and aspirations.

Our team of seasoned advisors provides specialized expertise and a highly personalized approach to wealth management. We uphold the highest fiduciary standards of integrity and care, ensuring your financial well-being is always our top priority.

We Specialize In...

Life Planning

Our goal is to align your financial decisions with your personal goals and values for a positive Return on Life.

Taxes

Capital Investments, retirement plans, charitable giving—all can have significant tax implications.

Risk Management

Let’s get you to where you want to go while avoiding pitfalls and surprises along the way.

Illiquid Assets

A solid plan always considers assets not readily converted to cash: real estate, art, the family business.

Business Succession Planning

There are numerous reasons to leave your passion to your heirs—and just as many not to.

Estate Planning

It’s about enjoying the benefits of your success today while providing for the people and causes you care about.