General Disclosures

McLean Asset Management Corporation only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. This website is for informational purposes only and does not constitute a complete description of our investment services or performance.

1. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

2. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

3. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

This website is in no way a solicitation of offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this website should be interpreted to state or imply that past results are an indication of future performance. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user.

Please Note: The information being provided is strictly as a courtesy. When you link to any of these websites provided here you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. When you access one of these sites, you are leaving Mclean Asset Management’s website and assume total responsibility and risk for your use of the sites you are linking to. There are no warranties expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any “linked website.”

Disclosures for Awards and Rankings

Awards, rankings and/or recognition by unaffiliated rating services and publications: are absolutely not indicative of McLean’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McLean is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of McLean by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Unless expressly indicated to the contrary, McLean did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of McLean by any of its clients.

Best Places to Work in Virginia

McLean was named a Best Place to Work in Virginia in 2021 and 2022. Participating organizations must complete a two-part process to be considered for inclusion on the list. The first part consists of evaluating each registered company’s workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which companies are included on the list. Best Companies Group (BCG) manages the overall registration and survey process and also analyzes the data and uses its expertise to determine the final rankings. To be considered for participation in Best Places to Work list created by Virginia Business and BCG, companies had to fulfill the following eligibility requirements: be a for-profit or not-for-profit business or government entity, be a publicly or privately held business, have a facility in the state of Virginia, have at least 15 employees working in Virginia and have been in business a minimum of 1 year. BCG managed the overall registration, survey and analysis process and determined the final rankings. For more information on the Best Places to Work in Virginia program, visit www.bestplacestowork.com.

 

InvestmentNews – 2022 Best Places to Work for Financial Advisers

McLean was chosen as one of the top-75 firms with 15-29 employees based on employer and employee surveys analyzing meaningful workplace criteria for all their professionals. InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. The InvestmentNews Best Places to Work for Financial Advisers award winners “showcase financial advice businesses that go beyond offering financial advisers attractive benefits and perks, they create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients.” Eligibility requirements include being a registered investment adviser (RIA) or being affiliated with an independent broker-dealer (IBD), being in business for a minimum of one year, and having a minimum of 15 full-time employees.

 

Washington Business Journal – Largest Wealth Management Firms in the DC Metro Area 

McLean was recognized as one of Washington Business Journal’s Largest Wealth Management Firms in Greater DC List. The Washington Business Journal’s Lists are recognized throughout the region as reliable and reputable sources of business information compiled from pertinent company profile criteria.  The depth of McLean’s metro-area advisors along with its annual revenue and comprehensive financial planning focus were positive consideration factors that put it at the top of the list against other wealth management firms in the Northern Virginia, Maryland and Washington DC area.

 

Top Financial Advisors in the DC Metro Area

McLean was named as one of twelve Top Financial Advisor in the Maryland, DC, and Northern Virginia area by AdvisoryHQ for 2020-2021. AdvisoryHQ utilized a proprietary “top-down adviser selection methodology” that is based on a wide variety of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Reviews and ranking articles are 100% independently researched and written. Winning firms do not realize they are being reviewed until after the reviews are completed and published to the public.

 

Northern Virginia Magazine Top Financial Professionals 2021

Our Principal, Jessica Wunder, was named as a Top Financial Professional by Northern Virginia Magazine in 2021. The Northern Virginia Magazine surveyed financial professionals in northern Virginia and asked them to recommend other financial professionals to whom they would refer family and friends. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities.