Call Us: 610-343-1660

40 Lloyd Avenue | Suite 307 | Malvern, PA 19355

Working With Us

Each W. McKinley & Associates client works very closely with one or more of our Financial Advisors. At WMA, we follow a 3-step process:

  • Extensive Information Gathering and getting to know a client’s specific objectives and needs.
  • Presentation of Investment Solutions and advice tailored exclusively to the client.
  • Implementation, Ongoing Management, and Communication with the client, including regularly scheduled review meetings.