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Financial Planning

Comprehensive Retirement Solutions

McKinley Financial offers comprehensive, integrated financial planning and wealth services to our clients. Our clients benefit from the extensive tenure of the firm’s wealth managers, many of whom have experience in the areas of financial planning, asset management, investment brokerage and insurance.

McKinley Financial works with management consultants, attorneys and CPAs to assist in the continuity of financial planning and investment management. Collaborating with others helps us offer our clients a diverse and well-rounded client experience.

McKinley Financial’s team of advisors can provide clients with:

  • Retirement planning
  • Charitable giving
  • Wealth transfer planning
  • Education planning

For Business Owners

  • Retirement Plan design and oversight
  • Succession Planning
  • Investment Management

For High Net Worth Individuals

  • Access to Institutional Investment Solutions
  • Alternative Investments
  • Concentrated Stock/Employer Stock Strategies
  • Private Client Portfolios