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 Administrative Support Team at McKinley Carter Wealth Services plays a crucial role in ensuring seamless operations across the firm’s regional offices. This team manages office logistics, coordinates communication among staff and clients, provides human resources support, and assists in various administrative tasks to enhance productivity. By facilitating efficient workflows and offering essential support to both clients and advisors, they help maintain the firm's commitment to exceptional service in wealth management and trust services.

Administrative Support Team

Financial Strategy Team

Leadership Team

Administrative Support Team

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Team members

Other teams at McKinley Carter Wealth Services

Financial Strategy Team

Leadership Team