McLean Asset Management Corporation Hires Dr. Wade Pfau as Director of Retirement Research

Dr. Wade Pfau, American College Professor of Retirement Income, Joins McLean Asset Management Corporation as Director of Retirement Research

MCLEAN, VA, March 13, 2014 – McLean Asset Management Corporation (“McLean”) announced today that American College Professor of Retirement Income, Dr. Wade Pfau, has joined the firm as the Director of Retirement Research. Dr. Pfau was named in 2013 by Investment News as one of the 20 people expected to shape the financial advisory industry. He was also the recipient of Financial Planning Magazine’s “Portfolio Innovator Award” in 2012.

“We are very excited to welcome Wade to McLean,” said Alex Murguia, Managing Principal of McLean. “Wade is among the top thought leaders in financial planning research. Wade’s work with retirement savings and distribution strategies along with his deep understanding of general financial planning issues will allow us to continue to enhance McLean’s capabilities as a leader in managing client portfolios for retirement distribution.” Dr. Pfau is also a contributor to the Wall Street Journal blog “The Experts” and to Forbes, a RetireMentor at MarketWatch, and a monthly columnist for Advisor Perspectives. He received his Ph.D. from Princeton in 2003.

“McLean presents an amazing opportunity to implement my research into practical client application,” said Dr. Pfau. “Given that retirement planning represents the single most important personal financial planning issue, I am excited to provide actionable solutions for clients accumulating significant assets and for those in retirement.”

Celebrating its 30th year, McLean Asset Management Corporation provides comprehensive wealth management services with a specialization in retirement income distribution and wealth accumulation. McLean expands beyond the standard level of financial advice by incorporating investment portfolios based on Nobel Prize-winning research and empirically driven financial planning best practices into a singular strategy to best address client needs and goals.

For additional information, please visit www.mcleanam.com.

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

 

McLean Asset Management Corporation (MAMC) is a SEC registered investment adviser. The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. Indexes are not available for direct investment. All investments involve risk.

The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user. MAMC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not take into account your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.