McKinley Carter develops and implements customized comprehensive wealth management strategies for families, businesses and non-profit organizations.
We serve our clients as their trusted advocate, placing our clients' interests first and conducting our business with honesty, integrity and professionalism. We respond to the changing needs of our clients through innovation, timely and helpful responses and the ability to expand our services to help manage their financial needs.
We work as a team to offer our clients independent, objective financial advice. Our qualified team of professionals consists of Certified Financial Planner ® Practitioners, a CFA charterholder, accountant and attorney with substantial planning and investing experience. We do not sell any investment products nor accept commissions from stocks, bonds or funds chosen for our clients' accounts.
McKinley Carter Wealth Services, a registered investment advisory firm, is registered with the U.S. Securities and Exchange Commission. McKinley Carter Trust, a division of National Independent Trust Company, is regulated by the U.S. Office of the Comptroller. McKinley Carter Insurance is regulated by the West Virginia Division of Insurance.