Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Epling is an Investment Advisor Representative at McKinley Carter Wealth Services, Inc. Matthew is registered with the state of West Virginia and has been in the industry since 2012. Matthew has a Series 65 license and specializes in financial planning, portfolio management, and investment consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WV
02/22/2024 - Present
McKinley Carter Wealth Services, Inc. (WHEELING WV)
IA
Issued 01/31/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Matthew Epling is the right advisor for you? Invested Better is here to help.
