Creating Financial Stability Across Every Stage of Your Life
ABOUT W. MCKINLEY & ASSOCIATES
OUR STORY
Our full-service wealth management firm was founded in May 2013 in Malvern, PA, by Bill McKinley. We bring over 30 years of financial experience to the table for our clients, specializing in helping those clients achieve financial stability across every stage of their lives.
We are also very proud to have a focus on helping women manage and grow their wealth. In fact, over 40% of our client base is composed of single women, and nearly another 40% is couples or families.
Learn more about why you should work with us.
PHILOSOPHY
At W. McKinley & Associates, every financial plan is unique. We believe in:
- LISTENING FIRST: We work hard to truly understand you, your situation and your needs, so that we can create tailored strategic recommendations.
- TEACHING CONTINUOUSLY: We don’t just do; our goal is to coach you so we can help you achieve financial literacy for life.
- MANAGING RISK: We take your trust in us seriously, and that means that we will protect your hard-earned money by helping you make intelligent, responsible investment decisions.
OUR PARTNERS
W. McKinley & Associates LLC is a Registered Investment Advisory (RIA) firm with its main office in Malvern, PA. W. McKinley & Associates (WMA) is a DBA of Mutual Advisors, LLC., located in Casper, WY.
As an RIA firm, WMA maintains a clearing services agreement with Fidelity Investments. We use Fidelity’s proprietary advisor platform, WealthCentral, for securities transactions and account tracking, and their custodial services for client assets.
Mutual Securities (MSI)
Mutual Securities serves as W. Mckinley & Associates' Broker-Dealer for certain securities transactions not covered by Fidelity, including (but not limited to) stocks, bonds, mutual funds, and annuities
OUR TEAM
Meet Bill Mckinley
Bill founded WMA after more than 30 years in the financial services industry. At the Philadelphia Stock Exchange, he worked his way up from floor clerk to CEO of his own investment firm, and later, Senior Vice President at Van der Moolen USA, an equity and options trading firm. He launched his career as a Financial Advisor at Morgan Stanley and RBC Dain Rauscher.
His unique experience has given him a deep understanding of market psychology and of how to responsibly balance risk and reward. His insight into market conditions help him guide clients through risk management strategies such as diversification to make sound investment choices.
Bill is a graduate of Bucknell University, with B.A. degrees in Economics and English. Today he lives in Malvern with his wife, Joan, and his dog, Hunter.