McKinley Carter Wealth Services
Financial- Investment Services
McKinley Carter is an independent wealth management firm that provides Wealth Management and Trust Services for individuals and families; Retirement Plan Services for businesses; and Nonprofit Advisory Services for organizations. We are the first West Virginia investment firm to earn the prestigious Fiduciary Excellence Certification from CEFEX (the Centre for Fiduciary Excellence, LLC, an independent global assessment and certification company). While our corporate office is proudly housed in Wheeling, West Virginia, we also serve clients through five regional offices located in Charleston (WV), Pittsburgh and Johnstown (PA), Dayton, OH, and the DC Metro area. Today, the McKinley Carter “client footprint” extends to 41 different states and beyond the U.S. borders to one foreign country.