Wexford, PA 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
100 Bradford Road, Suite 400
Wexford PA 15090
Advisors at this office
5
Advisors at this office
Nicole G
CFP®, Series 65
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Nicole Gabriel is a CFP® and holds a Series 65 license, working as a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA. She has 10 years of industry experience and has been with McKinley Carter since 2015. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of mutual funds, ETFs, individual securities, options, and private placements tailored to client needs.
Sandra S
Series 65
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Sandra Steedle is a Series 65-licensed financial advisor with McKinley Carter Wealth Services, Inc. She has over 30 years of industry experience, including 28 years at Allegiance Financial Advisors and 4 years at her current firm. Outside of her advisory work, she is employed part-time in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within tailored portfolio construction and an active use of independent managers and private placements.
John B
Series 65
Wexford, PA
Mckinley Carter Wealth Services, Inc.
John Binz is a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA, holding a Series 65 designation with seven years of industry experience. He previously worked at PNC Bank for three years before joining McKinley Carter Wealth Services in 2019. 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, utilizing fundamental and technical analysis within a long-term strategic asset allocation framework tailored to client needs.
Brian G
CFP®
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Brian Gongaware is a CFP® professional with 27 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2009 and previously spent 10 years at NetWorth Investment Advisors, Inc. Outside of his advisory role, he is the proprietor of BTGongo, LLC. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services. The firm combines fundamental and technical analysis within a strategic asset allocation framework and uses independent managers alongside mutual funds, ETFs, and private placements.
Frank N
CFP®, Series 63, Series 66
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. His prior work includes nearly two decades at Scottrade and roles at TD Ameritrade Investment Management. Outside of his advisory role, he is president of the AK Football Official Chapter and officiates high school football and basketball. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a disciplined investment process that combines fundamental and technical analysis with tailored portfolio construction.
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