McKinley Carter Wealth Services Employee Directory
Financial ServicesWest Virginia, United States11-50 Employees
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that offers comprehensive financial guidance across wealth management and trust services, retirement plan services for businesses, and nonprofit advisory support. Its services are targeted at individuals, families, business owners, and nonprofit organizations seeking to grow and protect wealth across generations, sustain long-term financial security, and support organizational stability. Headquartered in Wheeling, West Virginia, the firm operates from seven regional offices extending to nearby states, reflecting a multi-market footprint within the investment management industry. The organization is positioned as an independent advisor in the investment management sector, focusing on long-term wealth preservation and succession planning for diverse client needs. In recent activity, the firm has indicated expansion through new stakes in investments and leadership changes, including the appointment of a new President and Chief Investment Officer, signaling ongoing strategic development alongside its advisory services.
1-888-653-2347 
support@leadiq.com 
