McKinley Carter Wealth Services

McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. McKinley Carter also earned the Fiduciary Excellence Certification from CEFEX®, the Centre for Fiduciary Excellence, LLC. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.

 

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Advisors at this Office

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This Office

10050 Innovation Drive Suite 140 Miamisburg, OH 45342-4932 Phone: (937) 449-0345 Fax: (937) 438-5885

Primary Office

2100 Market Street Suite 300 Wheeling, WV 26003-3864 Phone: (304) 230-2400 Fax: (304) 230-2401

Other Offices

10050 Innovation Drive Suite 140 Miamisburg, OH 45342-4932 Phone: (937) 449-0345 Fax: (937) 438-5885