MCKINLEY MONEY, LLC

Overview

Mckinley Money, LLC is an independent registered investment adviser focused on serving individuals, families and small-business owners with financial planning and portfolio management. The firm operates as a limited liability company with individual ownership and structures client billing through a mix of percentage-of-assets-under-management fees and hourly charges. Mckinley Money is not positioned as a capital allocator; its advisory activities center on bespoke planning and discretionary portfolio oversight for private clients rather than institutional mandates. Investment activity emphasizes traditional pooled vehicles and fixed income, with explicit use of alternative fund managers alongside core mutual fund and insured-product allocations. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Its practice model is consistent with a boutique RIA that blends managed discretionary strategies with planning engagements for a relatively small client base.

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Location & Offices