CHARLESTON -– McKinley Carter Wealth Services, an independent wealth management firm with offices in Wheeling and Charleston, has expanded into western Pennsylvania through a merger with NetWorth Investment Advisors of Wexford, Pa.
“The team at NetWorth Investment Advisors brings years of experience in trust and investment services at McKinley Carter and increases our ability to provide our clients with leading-edge wealth management services,” David H. McKinley, president and managing director of McKinley Carter, said.
Brian T. Gongaware, who founded NetWorth in 1999 as an independent financial advisory firm and served as the company’s president, is now a principal of McKinley Carter. He will oversee the company’s Pittsburgh region and serve on its executive management team.
“With the added capacity of a combined team,” Gongaware said, “I will be able to focus more of my time and energy on client services.”
The combined firm now consists of 30 highly experienced employees whose credentials include advanced degrees in law, accounting and business, as well as professional designations in financial planning and investments.
McKinley Carter, which was founded in 2003, serves clients in 23 states and four countries from its offices in the Wheeling, Charleston and Pittsburgh markets. The company is registered with the Securities and Exchange Commission as an independent wealth management firm that develops and implements personalized comprehensive financial strategies for individuals, families, businesses and nonprofit organizations.
“In these challenging economic times, we recognize that people need more comprehensive and customized help with financial matters than ever,” Will Carter, director of wealth management, said. “We anticipate many more developments in the months and years ahead.”
McKinley Carter recently was recognized by Moss Adams as one of the nation’s fastest-growing and among the top 20 percent of the largest registered investment advisors. Medical Economics Magazine ranked McKinley Carter among the best 150 financial advisors in the nation for doctors. In 2008, Pittsburgh Business Times recognized NetWorth as one of the 100 fastest-growing businesses in the Pittsburgh region.
More information is available at http://www.tsgsolution.com/mckinleycarter.