A wealth management team with a Chartered Financial Analyst (CFA) and Certified Public Account (CPA) providing investment services and financial planning.
Our Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) credentials are among the most respected in the financial industry. Our CPA background enables us to help clients keep more of what they earn.
As an independent Registered Advisor and fiduciary our clients' interests come first. We pride ourselves on always doing the right thing for those we serve.
Our clients receive the personal attention that only a boutique advisory firm can provide. Our commitment is to serve as your partner and advocate, dedicated to your overall financial success.
MacLean Capital Advisors, a registered investment advisory firm, offers a personalized and comprehensive approach to helping clients sustain and increase their wealth.
To do that, we follow a well thought out and proven five-step process:
Our client relationships begin by learning about your financial situation, your goals and the time frame in which you’d like to achieve them.
We carefully evaluate solutions and strategies to help you achieve your goals.
Tested using a Monte Carlo simulator, one of the most sophisticated tools in financial planning. We make sure the plan is robust and can handle different trials and life events.
Once you’ve signed off, our strategies are put into place while working in conjunction with your third party experts (i.e.estate planning attorneys and CPAs).
Over time we continually monitor—and review with you—progress toward your goals making adjustments when needed.
At MacLean Capital Advisors, our clients include successful retirees seeking dependable current income, individuals who are "accumulating" assets and wish to invest them in order to meet clear long-term goals, and businesses that wish to provide the best possible retirement plans. All of our clients receive personal attention and customized advice and solutions.
Just as our clients are a diverse group, they also seek us out for a variety of reasons:
- I want to engage a highly credentialed advisor to protect and grow my investment portfolio
- I'm a physician, attorney, business owner, or successful professional and need a qualified advisor to manage my investments
- I am retired and need an advisor to help create current, sustainable income from my portfolio
- I need more tax efficiency in in my investment portfolio
- I just left my longtime job and want to roll my 401(k) into something more flexible
- I've just sold my business and need help investing the proceeds
- I need an advisor who will consult closely with my CPA and estate planning attorney
- I'm recently widowed and need assistance investing and managing my portfolio
- I've received an inheritance and need to invest it wisely
CFA, CPA, President
Client Service Associate
Whether your objectives are financial planning, investment strategies or retiring comfortably, our team is able to help you achieve your goals through a variety of services.
Our team is dedicated to your overall financial success. By combining thorough financial planning with customized investing we can help you identify and achieve your most important life goals.
Our portfolio manager is highly qualified as a CPA and CFA® and dedicated to helping our clients sustain and increase their wealth.
Business Retirement Plans
Whether you are looking to identify a plan type and providers that are the best fit for you or examine your current plan, we’re here to help.
To schedule your complimentary meeting complete the form below and we'll be in touch soon!
Working with our custodian, Charles Schwab, we ensure that assets are safely held and easily accessible through a widely used investing and banking platform.