Miamisburg, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mckinley Carter Wealth Services, Inc.
Team
Firm-wide stats for Mckinley Carter Wealth Services, Inc.
About
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.
Expertise
Location
10050 Innovation Drive Suite 140
Miamisburg OH 45342
Advisors at this office
5
Advisors at this office
Joshua J
CFP®, Series 63, Series 65
Miamisburg, OH
Mckinley Carter Wealth Services, Inc.
Joshua Johnson is a CFP® certificant with 20 years of experience in financial advising. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked for Lifeplan Financial Group, Inc. from 2008 to 2020. Outside of his advisory role, Johnson is a partner in DOUBLE J ENTERTAINMENT, providing gospel entertainment as a disc jockey for events such as wedding receptions and skate parties. McKinley Carter Wealth Services is an SEC-registered firm serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a long-term asset allocation framework.
Christopher B
CFP®, Series 63
Miamisburg, OH
Mckinley Carter Wealth Services, Inc.
Christopher Buck is a CFP® with 20 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2020 and previously spent 26 years at Life Plan Financial Group Inc. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.
Julie B
CFP®, Series 63
Miamisburg, OH
Mckinley Carter Wealth Services, Inc.
Julie Brown is a CFP® with 11 years of experience in the financial industry, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. Her prior roles include positions at Lifeplan Financial Group, Inc. and PNC Investments, LLC. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within a strategic asset allocation framework tailored to client needs.
Nicholas S
CFP®
Miamisburg, OH
Mckinley Carter Wealth Services, Inc.
Nicholas Stebner is a CFP® professional with 15 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2005 to 2020. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.
Tyrone P
CFP®, Series 63
Miamisburg, OH
Mckinley Carter Wealth Services, Inc.
Tyrone Phillippi is a CFP® with 20 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Life Plan Financial Group for 26 years. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis alongside tailored portfolio construction.
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