about the guy 

Jay Williams, CFP®, CIMA®, AIF®

Jay is a Financial Strategist with McKinley Carter Wealth Services in beautiful downtown Charleston, West Virginia. 

Jay is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst®,  and an Accredited Investment Fiduciary®. Jay works with 125+ clients across the US, managing over $60M in portfolio assets. He’s also a member of the National Association of Personal Financial Advisors, and the Financial Planning Association.

Generally underwhelmed by the transparency and honesty of today's financial content, Jay set out to create a resource to help people confidently figure out how (and who) to ask for help with their money. Not all 'financial advisers' are created equal!