FAQs
Q: Why have McKinley Carter Wealth Services and NetWorth Investment Advisors
merged?
A: McKinley Carter had grown rapidly in West Virginia and was interested in expanding
into the Pittsburgh market. An analysis of the market indicated that NetWorth Investment
Advisors, Inc., would be an ideal merger partner. Like McKinley Carter, NetWorth was a
fast-growing financial advisory firm. Pittsburgh Business Times recognized NetWorth in
2008 as one of the 100 fastest-growing businesses in the Pittsburgh region. Moss Adams
recognized McKinley Carter as one of the nation’s fastest-growing investment advisory
firms and among the top 20 percent of the largest registered investment advisors.
Q: What is the size of the company now?
A: The combined firm manages assets of about $320 million. It employs 30 highly
experienced individuals whose credentials include advanced degrees in law, accounting
and business, as well as professional designations in financial planning and investments.
Q: What are the company’s services?
A: The firm offers a broad range of fiduciary financial services including investment
management, financial planning with an emphasis in retirement, estate and trust services,
pension and profit-sharing plan services, mortgage and debt management services, and
insurance consulting.
Q: Who are McKinley Carter’s principals?
A: David H. McKinley, CFP, is president and managing director, based in Wheeling.
Will Carter, Esq., is director of wealth management, based in Charleston. Brian T.
Gongaware, is regional managing director, based in Wexford, Pa.
Q: Where does McKinley Carter do business?
A: McKinley Carter maintains two offices in West Virginia, in Wheeling and Charleston,
and one in Pennsylvania in Wexford. The firm serves clients in 23 states and four
countries.
Q: What is the name of the combined firm?
A: McKinley Carter Wealth Services
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(McKinley Carter Wealth Services (“MCWS”) is an SEC-registered investment adviser with its
principal place of business in the State of West Virginia. MCWS and its representatives are in
compliance with the current registration and notice filing requirements imposed upon registered
investment advisers by those states in which MCWS maintains clients. MCWS may only transact
business in those states in which it is registered /notice filed, or qualifies for an exemption or
exclusion from registration /notice filing requirements. This press release is limited to the
dissemination of general information pertaining to its investment advisory services. Any
subsequent, direct communication by MCWS with a prospective client shall be conducted by a
representative that is either registered or qualifies for an exemption or exclusion from registration
in the state where the prospective client resides. For information pertaining to the registration
status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure Web
site (www.adviserinfo.sec.gov). For additional information about MCWS, including fees and
services, send for our disclosure statement as set forth on Form ADV from MCWS using the
contact information herein. Please read the disclosure statement carefully before you invest or
send money. Rating information based on the independent research of the editorial staff of
Medical Economics magazine. The criteria used in compiling the rankings include the adviser’s
knowledge and experience, geographic location, fee arrangements, minimum portfolio
requirements and federal disciplinary history. The rating does not necessarily reflect any
individual client’s actual experience and in no way is indicative of any future performance.)