Broker Check

About

WELCOME
We Built This Practice
to Help People Like You

We got into financial planning because we saw how much of a difference the right guidance can make — especially when it comes from people who genuinely care. Too many families feel overwhelmed or unsure about their finances, and we wanted to change that for the people in this community. When you work with us, you're not getting a sales pitch. You're getting a team that listens patiently, explains things clearly, and treats your goals with the care and attention they deserve.

McLean Wealth Partners is a financial services firm. 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.

Why We're Different
What It Really Means to Put You First

Everything about the way we work is designed around one thing: making sure you feel supported, informed, and confident in your financial decisions.


Our Mission

Our mission is to provide thoughtful, personalized financial guidance that helps the people in this community feel more confident about their future. We're here to simplify the complex and be a calm, steady presence when it matters most.


Our Vision

We want every client who walks through our door to feel heard, valued, and empowered to take meaningful steps toward the life they want — without ever feeling rushed or pressured.

Our Core Values


Trust & Integrity

When it comes to the client/advisor relationship, we believe that it is critical to establish trust through honest/open and direct communication with the client throughout the entire process.


Transparency

At Mclean Wealth Partners, we know finances can often be complex and confusing to our clients. That is why we take the time to fully explain the process clearly, helping clients make informed decisions about their finances. 


Personalized Care

With our client’s unique life circumstances and goals, we know it is important to create a tailored financial plan specific to each client.


Commitment & Loyalty

With an unreliable economy, we know that the decisions we make concerning our client’s finances are important. That is why we stand by our clients and their specific goals with an unemotional objective approach to wealth management.

Our Process

1. Get to know you and your financial objectives/concerns and gather financial information.

2. Perform risk assessment and create personal financial plan 

3. Open account and move over assets 

4. Propose and investment strategy and allocation

5. Implement your tailored investment strategy

6. Assess and enhance your plan on a regular basis

Meet the Team
Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

Jack Himpler

Jack Himpler

Financial Advisor

Michael C. Kissinger

Michael C. Kissinger

President and Founder

Ravi C. Narayan

Ravi C. Narayan

Financial Advisor

Tanja Zeleznik

Tanja Zeleznik

Director of Operations and Client Engagement

Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Us

There's no question too small and no perfect time to start. If you're thinking about your financial future, we'd love to hear from you.

Take the First Step