A complete list of active advisors currently associated with McKinley Money, LLC

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

McKinley Money, LLC provides discretionary and non‑discretionary investment advisory services and financial planning to individual and high‑net‑worth clients. The firm manages diversified portfolios using mutual funds, ETFs, individual equities and fixed‑income securities, and it also offers management of annuity sub‑accounts. Its investment process is based on asset‑allocation models informed by modern portfolio theory and quantitative optimization, with periodic rebalancing and at least quarterly account reviews tailored to each client’s objectives and risk tolerance. McKinley uses client‑authorized discretionary trading and may rely on third‑party software and outside vendors for due diligence, portfolio analysis and implementation support. The firm is notable for sponsoring and operating its own wrap fee program and delivering asset management exclusively through that program, a structure that is uncommon among peers. The brochure also discloses affiliated media and content activities and a firm policy that its wrap program will not include mutual fund share classes that impose 12b‑1 or revenue‑sharing fees, items the firm identifies and seeks to manage as potential conflicts of interest.

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