What We Do
McKinley Carter helps individuals, their families, businesses, endowments, and non-profits in the following areas:
Wealth Management – 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.
Philanthropic Advisory Services – McKinley Carter Philanthropic Advisors has distinguished itself as a trusted advisor by creating a dedicated non-profit team with endowment management, fundraising, planned giving, board development, and strategic planning expertise. We professionally manage institutional endowments by helping organizations grow their assets through promoting and securing planned gifts, and facilitate strategic planning discussions to assess readiness, or prepare the organization, for growth.
Become a client - Contact us to learn more about working with us.