Services

McKinley Carter helps individuals, their families, businesses, endowments, and non-profits in the following areas:

Wealth Management Services – At McKinley Carter, wealth management means more than investments and planning. It also means learning about our clients' personal situation and all the assets impacting that situation, educating clients about the full range of financial issues and opportunities before them, and helping coordinate the actions that our clients and the people around them need to take to make the best possible use of those assets.

Retirement Plan Services – We provide an open architecture retirement plan structure and fiduciary consulting service designed to meet the unique needs of our plan sponsor clients and their participants. Our goal is simple: to help plan sponsors and their participants create the best retirement plan possible.

Nonprofit Advisory Services – McKinley Carter has distinguished itself as a trusted advisor by creating a dedicated nonprofit team with endowment management, finance, fundraising, executive leadership, board development, and strategic planning expertise. We professionally manage institutional endowments by helping organizations grow their assets through financial analysis, campaign readiness, and strategic planning discussions with an organization's stakeholders to assess readiness, or prepare the organization for growth.

Learn more about the knowledge, skills, and experience of our team

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