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David M
ChFC®, Series 63
Greenwood Village, CO
David W.. McKinlay, CHFC
David McKinlay is the sole advisor at David W. McKinlay, CHFC, an independent firm based in Greenwood Village, CO. He holds the ChFC® designation and Series 63 license, with 27 years of industry experience. Mr. McKinlay has operated his firm since 1981 and voluntarily ended his insurance license in 2022 to focus exclusively on investment management. The firm provides discretionary investment management and advice to individuals, trusts, estates, businesses, owners, executives, and certain employee benefit plan participants, managing approximately $32.65 million in client assets as of the end of 2025. Its investment approach emphasizes active management across diverse asset classes with a defensive, opportunistic stance and includes serving charitable organizations, which is less common among independent advisors.
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