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 Advisory Services Team at McKinley Carter Wealth Services focuses on delivering tailored financial advice and strategies that align with the unique needs of individual clients and nonprofit organizations. By leveraging their expertise in wealth management and nonprofit advisory, the team aims to help clients achieve long-term financial goals while ensuring sustainability and growth across generations. They also play a crucial role in developing best practices for service standards within the firm, enhancing the overall client experience.

Advisory Services Team

Financial Strategy Team

Administrative Support Team

Leadership Team

Advisory Services Team

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Team members

Other teams at McKinley Carter Wealth Services

Financial Strategy Team

Administrative Support Team

Leadership Team