A complete list of active advisors currently associated with McKinley Financial

Warmer can help you find a great advisor at McKinley Financial or one who fits your needs even better.

McKinley Financial serves individual clients — including high‑net‑worth individuals — as well as pension plans, trusts, estates and charitable organizations, providing discretionary portfolio management and pension consulting services that can include participant‑level advice and plan‑level consulting. The firm also advises on IRA rollovers and principally recommends and invests in mutual funds and exchange‑traded funds for clients. The firm customizes portfolios after an initial review of financial goals, time horizon and risk tolerance and typically manages accounts on a discretionary basis using firm‑developed model portfolios and long‑term allocation strategies informed by modern portfolio theory. Accounts are monitored on an ongoing basis with formal reviews at least quarterly, and the firm may provide a complimentary written financial plan in connection with portfolio management services. McKinley Financial is 100% owned by an affiliated accountancy firm and discloses that it may recommend that clients use that affiliate’s accounting services, which creates a potential conflict of interest to consider. The brochure also notes the firm maintains standing letters of authorization for 102 clients totaling $42,582,297 in assets, and reports $117,248,954 in discretionary assets under management.

To learn more about the advisors currently working at McKinley Financial, 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.