Retirement.
The best plan,
is yours.

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The McLean difference

McLean is where theory meets practice.

We understand that no single approach is right for everyone. Leveraging insights from the latest research, McLean is at the forefront of new developments in retirement income planning.

Knowledgable
and supportive

With almost forty years of history, McLean has clients well into their third decade of working with us to navigate the complexities of their retirement income plan. We don’t take that lightly and strive for excellence in all that we do.

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We help you stop,
so you can start.

With retirement, sometimes all you need is a little help stopping.

How we can help

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Standalone Planning

The standalone planning engagements will cover your baseline retirement income planning needs without a requirement for ongoing investment management services.

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Comprehensive Wealth Management

A suite of services that encompasses advanced planning and investment management. Includes professional coordination, ongoing advice, and implementation support.

Firm Leadership

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Jessica Wunder Ranked as a Top Woman Wealth Advisor in Virginia

Jessica Wunder, a McLean Principal, was recently ranked on the 2024 Top Woman Wealth Advisor Best-In-State in Virginia list. The annual list was published by Forbes and Shook Research. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative…

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McLean Asset Management Named a Best Place to Work in Virginia

McLean was recently named one of the 2024 Best Places to Work in Virginia. The annual list of the Best Places to Work in Virginia was created by Virginia Business Magazine and Best Companies Group. This is the 4th year that McLean has been named to the list! This statewide survey and awards program is…

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Occam’s – Financial Support of Adult Children and Your Retirement

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th-century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment management…

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Take the next step
towards retirement clarity.

Comprehensive wealth management indicates a suite of services covering a broad array of investment management, financial planning, and professional coordination elements but may not literally cover all aspects of a client’s financial affairs. Blog posts linked on this page are intended for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The adviser does not endeavor to update or remove blog posts and articles after initial publication. No linked content should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. This commentary should not be regarded as a complete analysis of the subjects discussed. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a number of factors, including the client’s investment, financial, and tax circumstances. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including the risk of loss.