Retirement.
The best plan,
is yours.
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 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.
We help you stop,
so you can start.
With retirement, sometimes all you need is a little help stopping.
How we can help
Standalone Planning
The standalone planning engagements will cover your baseline retirement income planning needs without a requirement for ongoing investment management services.
Comprehensive Wealth Management
A suite of services that encompasses advanced planning and investment management. Includes professional coordination, ongoing advice, and implementation support.
Firm Leadership
Jessica Wunder Named to Northern Virginia Magazine’s 2025 Top Financial Professional List
Northern Virginia Magazine has named Jessica Wunder a 2025 Top Financial Professional! To compile the Top Financial Professionals listing, surveys were sent to Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The Northern Virginia Magazine team then vetted those nominated by consulting various publications…
How Comparisons Can Derail Your Plan
Comparisons are a natural part of how we measure progress. Students look at class averages to see how they did on an exam. Runners check their pace against others in a race. Even in everyday life, we notice what neighbors, coworkers, or friends are doing to help gauge our own path forward. These comparisons can…
How to Think About Benchmarking Your Portfolio Performance
When it comes to investing, people often want a simple answer to a complex question: How is my portfolio doing? The truth is that most of your results ultimately depend on how you’ve chosen to structure your portfolio. Your choices, such as allocation between stocks and bonds, your balance between U.S. and international markets, and…
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.