A complete list of active advisors currently associated with Mckinley Carter Wealth Services, Inc.
Warmer can help you find a great advisor at Mckinley Carter Wealth Services, Inc. or one who fits your needs even better.
McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals and families as well as institutional and nonprofit clients, providing financial planning, discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and philanthropic endowment services. The firm implements portfolios using mutual funds, ETFs, individual equity and debt securities, options, and, for eligible clients, privately placed securities and third‑party independent managers. MCWS’s investment process combines fundamental and technical analysis within a long‑term strategic asset allocation framework, with shorter‑term tactical shifts tied to economic views, and portfolio construction that is tailored to client risk tolerance and account size. The firm conducts due diligence on independent managers using performance, risk statistics, manager tenure, and other quantitative and qualitative factors and monitors accounts at least quarterly. The brochure discloses several features that are less common among multi‑team peers: a member of the firm maintains a limited, separate legal practice; MCWS explicitly offers retirement plan services and institutional investment supervisory services (including endowment and defined‑benefit plan work) in addition to individual wealth management; and the firm has formal arrangements with third‑party platforms and promoters (including an insurance platform relationship and a lending‑platform relationship) to support specialized services. These affiliations and referral arrangements, together with the firm’s active use of independent managers and private placements, inform how MCWS delivers services and manages potential conflicts.
To learn more about the advisors currently working at Mckinley Carter Wealth Services, Inc., 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.
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