Call Us: 610-343-1660


40 Lloyd Avenue | Suite 307 | Malvern, PA 19355

About Us - Our Philosophy

Clients First

At W. McKinley & Associates, we believe that our clients’ individual needs are our first priority. Our advisors, working together with clients, seek to create an investment plan tailored specifically to their situation. We recognize that every client is different, and that a “one size fits all” investment strategy is not the optimal solution.

Service

At W. McKinley & Associates, we endeavor to provide the best client service possible for our clients. We know that their financial and investment needs are important, and we strive to have speedy response time to queries, as well as thorough attention to detail. Additionally, periodic face-to-face meetings are important in our client relationships. In short, we want to give each client the time and attention he or she deserves.

Peace of Mind

Finally, it is our philosophy that through prudent investment management, retirement planning, and superior service, we will create real Peace of Mind for our clients. Gone will be the worries of “will I have enough to live on when I retire?,” or “am I taking too much risk, or not enough?” Peace of Mind means that each client has control and confidence in his or her financial future.