McKinley Carter Wealth Services

10/26/2026

We’re proud to support this year’s West Virginia Wonder Women Luncheon and help recognize the remarkable women making a difference across our state.

Behind every Wonder Woman is a community that believes in her. 💛

As we get ready to celebrate our 13th annual West Virginia Wonder Women Luncheon, we want to give a HUGE thank-you to the incredible sponsors who help make this special day possible!

Their support allows us to bring women from across the Mountain State together to celebrate their accomplishments, share their stories, and recognize the difference they're making in their communities.

A special thank-you to our sponsors:
💛 McKinley Carter Wealth Services
💛 Holiday Inn & Suites Charleston West
💛 Marshall University
💛 Novella Women's Health
💛 Fairmont State University
💛 West Virginia School of Osteopathic Medicine
💛 West Virginia Wesleyan College
💛 Hollywood Casino at Charles Town Races
💛 Vandalia Wealth

✨ We can't wait to celebrate with everyone on October 28!

10/09/2026

Recognition is meaningful. Trust is everything.

We're proud to announce that McKinley Carter Wealth Services has been named to CNBC's 2026 Financial Advisor 100, recognizing advisory firms across the country that help clients navigate their financial lives.

Read more here: https://www.cnbc.com/2026/10/08/best-financial-advisors.html

We are honored by this recognition, but even more grateful for the trust our clients place in us every day.

This acknowledgment reflects the dedication of our advisors and team members across West Virginia, Pennsylvania, and Ohio, who work to help individuals, families, businesses, and nonprofits align wealth with purpose and make informed financial decisions with confidence.

Thank you to our clients, professional partners, and communities for allowing us to be part of what matters most to you.

Planning

CNBC's Financial Advisor 100 ranks the best financial advisors and top firms for 2026. Here's how to pick the best financial planner for you and your family.

09/30/2026

We’re proud to recognize Ty Phillippi, CFP®, CeFT® on being named a 2026 Five Star Wealth Manager.

This honor marks Ty's ninth year (2012-2015, 2017, 2023-2026) receiving this distinction, an impressive reflection of his commitment to helping individuals and families navigate important financial decisions with thoughtful guidance, clear perspective, and a focus on what matters most.

We are proud to celebrate this well-deserved recognition and grateful for the leadership, expertise, and dedication he brings to our team and our clients.

https://app.essentialengine.com/Spotlights/159716

Tyrone Phillippi is among the 7% of Cincinnati wealth managers to receive this award.

09/15/2026

Congratulations to Lu Ann Ryniec on recently passing the Pennsylvania Notary Public examination! As a Pennsylvania Notary, Lu Ann is now able to provide notary services in our Wexford office to assist clients with documents that require notarization. This added capability is part of our ongoing commitment to making it easier and more convenient for clients to take care of important financial and personal matters.

08/05/2026

“Do we have enough?” used to be the question.

Today, more families are asking: What do we want our wealth to accomplish?

Our newest blog explores how wealth planning is becoming more purpose-driven, focusing on values, family, and legacy.

Learn more: https://mckinleycarter.com/insights/beyond-performance-a-more-intentional-conversation-about-wealth

07/29/2026

What keeps a family aligned across generations? Family governance creates a framework for communication, decision-making, and shared values. Explore how it can help preserve both wealth and legacy.

https://mckinleycarter.com/insights/family-governance-the-missing-link-in-preserving-wealth-across-generations

07/15/2026

Over the last few weeks, we've shared a series of blogs focused on a topic many business owners don't think about until much later: the value of the business they've worked so hard to build.

We discussed:
• Lifestyle Business Owner vs. Value Creator
• The Intangible Assets That Drive Business Value
• The Financial Advisor as the Center of the Advisory Wheel

Individually, these are important conversations. Together, they create a roadmap for building a business that isn't entirely dependent on you.

The most successful businesses create more than income, they create options. Options for growth, succession, retirement, or a future sale.

The key question is simple: If you stepped away tomorrow, would your business continue to thrive? That's ultimately what business value is all about.

Read the final blog in the series here: https://mckinleycarter.com/insights/viewing-your-business-through-a-strategic-lens

Thank you for following along with this series. If any of these topics resonate with you, we would be happy to continue the conversation.

McKinley Carter Wealth Services designs and implements personalized wealth management strategies for families, businesses and non-profit organizations.

07/11/2026

Selling your business isn’t just about exiting—it’s about what comes next.

The right plan helps ensure your sale supports your life, your goals, and your future.

If you’re thinking about a transition, start with alignment.

🔗 Learn more: https://mckinleycarter.com/insights/why-business-owners-need-a-trusted-advisory-team-when-evaluating-a-sale

McKinley Carter Wealth Services designs and implements personalized wealth management strategies for families, businesses and non-profit organizations.

07/10/2026

Selling your business isn’t just about exiting, it’s about what comes next.

The right plan helps ensure your sale supports your life, your goals, and your future.

If you’re thinking about a transition, start with alignment.

https://mckinleycarter.com/insights/why-business-owners-need-a-trusted-advisory-team-when-evaluating-a-sale

McKinley Carter Wealth Services designs and implements personalized wealth management strategies for families, businesses and non-profit organizations.

07/09/2026

Every successful business sale needs a strong foundation.

When your advisory team is aligned, decisions become clearer, and outcomes stronger.

Learn how the right structure supports your next chapter:

🔗 https://mckinleycarter.com/insights/why-business-owners-need-a-trusted-advisory-team-when-evaluating-a-sale