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McKinley Carter Wealth Services

EST. AUM
$2,532,619,554

CONTACTS
17

CLIENT ACCOUNTS
5,213

Firm Details

Metro area Pittsburgh
CRD Number 135184
Website mckinleycarter.com
Client types

Overview

McKinley Carter assists individuals, their families, businesses, endowments, and nonprofits in various areas. Regarding Wealth Management, McKinley Carter believes it encompasses more than just investments and planning. It involves learning about clients' personal situations and all assets impacting those situations, educating clients about the full range of financial issues and opportunities available, and helping coordinate the necessary actions for clients and those around them to optimally utilize those assets. They also offer an open architecture retirement plan structure and fiduciary consulting service tailored to meet the specific needs of their plan sponsor clients and their participants. Their straightforward goal is to assist plan sponsors and their participants in creating the best possible retirement plan.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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