Overview
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.
How can we help you hit your goals?
Financial Autonomy
Focusing on strategic thinking, implementation, and communication, Financial Autonomy looks at what can be done, and be done better. Empowering the advisory team with the resources they need to provide an uncommon client experience and relationship. Inspiring clients to create the disciplines to achieve, and freedom to enjoy, a positive return on life.
Illiquid Assets
Our purpose is to be a source of valuable information to other advisors as well as a resource for our clients. We add value and differentiate ourselves from other firms by being trusted advisors on the often overlooked illiquid assets like real estate, business ownership, career, personal network, mineral rights, collections, and we are committed to continuing to expand our knowledge base as the world of illiquid assets continues to evolve.
Risk Management
To be a source of knowledge to advisors regarding ways to mitigate risk in clients’ overall investment strategies and financial lives, and to maintain a master list of risk management resources.
Tax & Legacy
Our purpose is to educate and equip advisors with the most current knowledge, tools, and best practices to proactively spot opportunities to save taxes and improve estate plan design for our clients within the framework of their broader goals and objectives.
