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About Us

We inspire our clients to make informed decisions through education, communication and service.

We want to be the story behind your success

McKinley Wealth Management was founded on the belief that helping people can make the world a better place. We work every day to help improve our clients’ financial position with integrity, empathy, and diligence. This gives us the honor of having a positive impact on so many lives.

Every client, employee, and partner are considered a part of the McKinley family. There’s nothing more special than a new addition to the family, and we’re excited at the opportunity for you to join ours.

01.

Mission

Every day, with hard work and unrelenting dedication, we provide our clients with holistic wealth management opportunities that can drastically improve their financial situation.

02.

Vision

We treat our clients as an extension of our family, sharing with them unique avenues to financial prosperity, and positively impacting generations to come.

If you’ve got questions, we’ve got answers.

Pick Our Brains

With so many options, why choose McKinley?

Wealth Management

Our diverse portfolio of bespoke solutions provides you with unique opportunities.

Security

Our cultural foundation is built on integrity and our technology offers elite security.

Multiple Options

As an independent firm, we can find the best opportunities to suit your needs.

Latest Software

Our proprietary platform allows you to track your portfolio at your convenience.

Fresh Ideas

We consistently find opportunities where most don’t even know to look.

Reliability

Big enough to matter, small enough to care. We’re here when you need us.

We help our clients improve their balance sheets, but more importantly, improve their life. 

Gary McKinley,

founder

Leadership Team

Meet the people who help guide our efforts and who can help build your future.

Daniel Southworth
DIRECTOR OF INVESTMENTS
Joe McKinley

director of business development

Jojo Paguio

DIRECTOR OF NEW BUSINESS

GET IN TOUCH

Imagine what we can build together.

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