Business Details
Trusted Financial Advisers for Wealth Management
At McKinley Carter Wealth Services, we are dedicated to helping individuals, families, and organizations master their financial futures through a client-centered approach. Our team of experienced professionals employs a disciplined, fiduciary-driven process to design personalized strategies that align with each client's unique goals, values, and life transitions. We specialize in wealth management, retirement plan services, investment management, and nonprofit advisory solutions, supported by specialized practice groups focused on tax efficiency, risk management, and illiquid assets.Our LifePlan process ensures that every financial decision reflects what matters most to our clients, combining strategic leadership, actionable coaching, and seamless execution. With a commitment to transparency, education, and long-term trust, we empower clients to navigate complexity with confidence and achieve a meaningful return on life.
Services
Wealth Management
Retirement Plan Services
Investment Management
Nonprofit Advisory Services
Tax Planning
Risk Management
Estate Planning
Business Succession Planning
Financial Autonomy
Illiquid Assets Advisory
Highlights and features
- We operate as a fiduciary, prioritizing your interests above all else.
- Our team has decades of collective experience in wealth and investment management.
- We integrate financial planning with life transitions through our proprietary LifePlan process.
- Specialized Practice Groups provide deep expertise in tax, risk, and illiquid assets.
- We serve both for-profit and nonprofit clients with tailored, holistic strategies.
Associations and certifications
- SEC
- CEFEX
Services
Wealth Management
Our wealth management services focus on aligning financial strategies with personal values and life goals. Through the LifePlan process, we help clients navigate life transitions, optimize tax efficiency, and preserve legacy. Our approach integrates investment management, risk mitigation, and estate planning to ensure long-term financial security and a meaningful return on life.
Retirement Plan Services
We design retirement strategies for businesses and employees, combining fiduciary oversight with accessible education. Services include plan design, investment selection, and non-qualified plan development. Our goal is to help employers attract talent while ensuring employees achieve retirement readiness through personalized guidance and jargon-free resources.
Investment Management
Our investment management approach emphasizes globally diversified, tax-efficient portfolios tailored to individual risk tolerances. We employ active, passive, or hybrid strategies, supported by monthly market insights and quarterly client reports. The process includes tactical decision-making based on economic indicators and regular strategy committee reviews to adapt to market changes.
Nonprofit Advisory Services
We support nonprofits with investment management aligned to their mission, strategic planning, and leadership development. Services include governance optimization, fundraising strategy, and endowment management. Our holistic approach ensures financial strength while empowering organizations to maximize community impact through sustainable, values-driven financial practices.
Specialized Practice Groups
Our Specialized Practice Groups focus on tax efficiency, risk management, illiquid assets, and legacy planning. These teams analyze industry trends and regulatory changes to provide advisors with cutting-edge strategies. Clients benefit from proactive solutions addressing complex financial challenges, ensuring their plans remain adaptive and aligned with evolving personal and market conditions.
People
David H. McKinley
President
David H. McKinley leads with a focus on client-centered wealth management, leveraging decades of experience in financial planning and fiduciary services. He champions the LifePlan process to align financial strategies with client values.
Brian T. Gongaware
Director of Advisory Services
Brian T. Gongaware oversees advisory services, ensuring high standards of fiduciary responsibility and client education. His expertise in retirement plan design supports both business owners and employees in achieving financial security.
Lori Payne
Chief Administrative Officer
Lori Payne manages administrative operations, ensuring efficient service delivery across all client-facing teams. Her leadership supports the firm's commitment to transparency and client-focused financial solutions.
Tyrone C. Phillippi
Director of Wealth Management
Tyrone C. Phillippi leads wealth management initiatives, combining investment expertise with personalized client strategies. He focuses on tax-efficient planning and legacy preservation for high-net-worth individuals and families.
David P. Nolan
Chief Investment Officer
David P. Nolan directs investment strategy, managing globally diversified portfolios and leading the firm's strategy committee. His approach emphasizes risk-adjusted returns and adaptive portfolio management in dynamic markets.
Questions
What does it mean that McKinley Carter acts as a fiduciary?
As a fiduciary, we prioritize your interests above all else, providing unbiased advice and transparent solutions tailored to your unique financial goals and values.
How does the LifePlan process work?
The LifePlan process starts with understanding your personal aspirations and concerns, then creates a customized financial strategy that evolves with your life changes and priorities.
What retirement plan services do you offer for businesses?
We provide plan design, investment selection, fiduciary support, and employee education to help businesses establish retirement plans that attract talent and ensure long-term security.
Do you work with nonprofit organizations?
Yes, we offer specialized advisory services for nonprofits, including investment management, strategic planning, and fundraising strategies aligned with their mission and values.
What are Specialized Practice Groups?
Our SPGs are expert teams focused on tax efficiency, risk management, illiquid assets, and legacy planning, ensuring clients receive cutting-edge strategies for complex financial challenges.
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