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MacLean Capital Advisors

 

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A wealth management team with a Chartered Financial Analyst (CFA) and Certified Public Account (CPA) providing investment services and financial planning.

Expertise

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.

Integrity

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.

Client Care

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:


Step 1:

Discovery

Our client relationships begin by learning about your financial situation, your goals and the time frame in which you’d like to achieve them.

STEP 2:

Design

We carefully evaluate solutions and strategies to help you achieve your goals.

STEP 3:

Testing

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.

STEP 4:

Implementation

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).

STEP 5:

Monitoring

Over time we continually monitor—and review with you—progress toward your goals making adjustments when needed.


Our Clients

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


The Team

Christian MacLean

CFA, CPA, President

Brette MacLean

Vice President

Ramona Graab

Client Service Associate

Jacob Rees

Investment Associate


Meet The Team


Our Services

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.

Financial Planning

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. 


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Investment Management

Our portfolio manager is highly qualified as a CPA and CFA® and dedicated to helping our clients sustain and increase their wealth.



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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. 


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