A complete list of active advisors currently associated with David W.. McKinlay, CHFC

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The firm provides discretionary investment management and investment advice to individuals, trusts and estates, businesses, owners and executives, and participants in certain employee benefit plans, and as of 12/31/2025 managed approximately $32.65 million in client assets. It focuses on defining client goals, matching portfolios to those goals, and ongoing oversight, and no longer offers comprehensive financial, retirement, or insurance planning directly—engaging outside planning specialists when clients require those services. The investment approach emphasizes active management across a broad set of asset classes—including stocks, bonds, real estate, commodities, ETFs, mutual funds, and limited partnerships—with longer holding periods and a defensive, opportunistic posture reflecting concerns about potential market and bond-market stress. Mr. McKinlay performs most of the analytical and research work personally, periodically consults Charles Schwab specialists and due diligence staff, manages accounts on a discretionary basis, and provides quarterly reporting and reviews. Unlike many peers, the firm reports serving charitable organizations in addition to its individual, trust, and business clients, a client type that is uncommon among independent advisers. Other noteworthy aspects include the advisor’s long tenure in practice since 1981, his 2022 voluntary termination of an insurance license to concentrate on investment management, and a stated practice of considering his personal faith in his research and decision-making.

To learn more about the advisors currently working at David W.. McKinlay, CHFC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.