A complete list of active advisors currently associated with McKinley Financial

Warmer can help you find a great advisor at McKinley Financial or one who fits your needs even better.

McKinley Financial provides investment advisory and financial planning services primarily to individual clients, including high-net-worth households. The firm offers portfolio management for individuals and generally charges percentage-of-AUM advisory fees. The brochure describes a client-focused approach that tailors strategies to each client’s objectives and risk tolerance and notes the firm may provide both discretionary and non-discretionary management. The firm discloses an affiliation with an accounting firm and indicates it coordinates on tax and accounting matters, integrating tax considerations into planning and investment decisions when appropriate. That affiliation with an accounting firm is a distinguishing feature relative to many peers and may lead to referrals and collaborative service arrangements between the adviser and accounting professionals, as described in the brochure. With a small advisory team overseeing roughly $117 million in client assets for about 237 clients, McKinley Financial operates a compact advisory structure that can involve relatively direct advisor engagement.

To learn more about the advisors currently working at McKinley Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.