McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust 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. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.


Retirement

McKinley Carter Wealth Services

David H. Mckinley

Will Carter

Teresa Michaels

Frank R. Neiderhiser

Chris Buck

Tyrone C. Phillippi

Lori Payne

The Financial Strategy Team at McKinley Carter Wealth Services is dedicated to creating tailored financial plans that align with clients' long-term wealth goals. Comprising experienced financial strategists and specialists in various domains, the team analyzes individual and organizational financial situations to provide comprehensive advice on investment strategies, retirement planning, and risk management. They collaborate closely with clients to ensure their wealth is effectively managed and protected across generations.

Financial Strategy Team

Administrative Support Team

Leadership Team

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Financial Strategy Team

About

Team members

Other teams at McKinley Carter Wealth Services

Administrative Support Team

Leadership Team

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Financial Strategy Team

About

Team members

Other teams at McKinley Carter Wealth Services

Administrative Support Team

Leadership Team

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