MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

Overview

Mclean Financial Planning And Investment Management is an independent, individual-owned RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and concentrates its manager activity around liquid public equities, supplemented by mutual funds and targeted real estate allocations. It does not position itself as an ESG specialist, nor does it report multi-state adviser status. Investment activity shows a clear equity preference: exchange-traded equities represent the largest single asset slice of the firm’s book. The practice appears geared toward discretionary, fee-based management for a relatively small client base, using custodial relationships and third-party funds for specific alternative exposures rather than direct private-asset origination.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices