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Announcing our new Southwestern Ohio Division!

Photo of Monica M. Garver, CPA, CFP®, AIFA®, CDFA™

Monica M. Garver, CPA, CFP®, AIFA®, CDFA™

Director of Retirement Plan Services and Financial Strategist

Monica serves as the firm's director of Retirement Plan Services. As such, she works directly with business owners and executive staffs to develop and monitor highly effective retirement programs for their organization and employees. Additionally, Monica works as a financial strategist in the Johnstown office where she provides her wealth management clients with unbiased advice that seeks to help them reach their life goals. She also serves on our Investment Services Council (ISC) which oversees the design, communication and implementation of our comprehensive investment programs.

Licensing and Education

  • Certified Financial Planner™ Professional
  • Accredited Investment Fiduciary (AIF®)
  • Accredited Investment Fiduciary Auditor (AIFA®)
  • Certified Divorce Financial Analyst (CDFA®)
  • Certified Public Accountant (CPA)
  • Bachelor of Science in Accounting Duquesne University

Accomplishments and Honors

With over 35 years of experience in financial planning and investment management, Monica is a National Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). In 2020, she was selected as an AIF® Item Writer, which means she is a contributor to the Accredited Investment Fiduciary certification program based on merit. Monica is also a recipient of Pittsburgh Magazine’s “Five Star Wealth Manager Award.”

Community Involvement

Monica has been on several boards within the community; she is a former treasurer to the Johnstown Symphony Orchestra. Currently she serves as a volunteer at Laurel View Village.

Monica’s Articles
Happy young couple calculating bills at home

Tax Saver’s Credit: Found Mon$y for Retirement

Did you know that the government offers a tax credit for participating in your retirement plan? Think of it as an instant reduction to your taxes.

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I Stock 1089284442

401(k) Participant Contribution Limits to Increase in 2020

The IRS has announced its 2020 cost-of-living adjustments (COLAs) for retirement plans. Learn about the increase in limits for participant contributions.

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A women smiling in an office, meeting with a client.

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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