Dayton business merges with W. Virginia-based company

DAYTON — A 30-year Dayton business has announced its merger with a West Virginia-based company.

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Dayton-based firm LifePlan Financial Group has merged with McKinley Carter Wealth Services, becoming McKinley Carter’s 7th office location, according to a press release from McKinley Carter Wealth Services Marketing and Communication Manager Alyson J. Hurley.

“We’ve always considered Ohio as a targeted area for office expansion because of its proximity to our headquarters in Wheeling, [West Virginia],” said McKinley Carter President and Chief Investment Officer David McKinley. “We’re excited we found the right fit in LifePlan Financial Group to make that goal a reality. LifePlan’s family-like culture, commitment to service excellence, and strong community identity are characteristics that very much align with ours. We’re confident these and many other key ingredients for success are all there.”

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The 11-person staff of LifePlan Financial Group will all transition to McKinley Carter employees with new titles and many with expanded roles.

LifePlan has over 500 clients.

“We will continue to work extremely hard for our clients as we transition to this new joint structure,” said Regional Manager Chris Buck.

This will be McKinley Carter’s first location in Ohio.

Cox Media Group