McKinley Carter Wealth Services
47yrs
Top advisor by experience in West Virginia
3yrs
Matthew Epling
Full name on record: Matthew Thomas Epling
Financial advisor at McKinley Carter Wealth Services
Based in Wheeling, West Virginia, Matthew Epling is a fiduciary financial advisor with 3 years of industry experience. Matthew has been with McKinley Carter Wealth Services since 2024. McKinley Carter Wealth Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 92 advisors with offices in Wheeling, and one of 86 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office2100 Market Street, Wheeling, WV 26003
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.78 million
Advisors at the firm25
States licensed ?1 state
Services through McKinley Carter Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowMcKinley Carter Wealth Services, Inc.Current firm
Contact Matthew
(304) 230-2400McKinley Carter Wealth Services main office 2100 Market StreetWheeling, WV 26003Office · Get directions Firm websiteHTTP://WWW.MCKINLEYCARTER.COM
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call McKinley Carter Wealth Services at (304) 230-2400 and ask for Matthew Epling. Matthew works from the Wheeling, WV office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Matthew hold?
Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
McKinley Carter Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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