McLean Wealth Partners is an independent fee-based financial services firm providing clients with comprehensive client-centered wealth management services. We were founded with a commitment to provide financial strategies with an objective holistic wealth management process, focusing on our client’s investment objectives and risk management while meeting our client’s overall goals. Furthermore, we aim to provide that “personal touch” to our clients which we feel allows us to understand the challenges and changes in our client’s lives to better serve their financial needs.
Client service is what sets us apart and is the foundation on which our firm is built. We are committed to honesty, integrity, and the golden rule which guides our actions while providing independent comprehensive financial advice to our clients. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s risk tolerance, attitudes, objectives, circumstances, and time horizon.
At Mclean Wealth Partners, we recognize that our clients lead active and complex lives. Our clients understand that managing their investments is more complicated and time-consuming than ever before. That is why we strive to give a level of confidence and security to our clients by providing specialized investment professionals to work along-side with. Wealth accumulation and estate preservation include coordinating our planning with other professionals. By following a disciplined approach to balance risk and return, we believe that educating clients enables them to make informed decisions about their future.
For more information on our firm, we invite you to explore our website, to call us or email us. We look forward to discussing how we can provide investment advisory services and financial planning solutions to support you.
Meet the Team
President and Founder