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
McLean Asset Management Named a 2025 Best Place to Work for Women
Best Companies Group has named McLean Asset Management Corporation (McLean) a recipient of the inaugural 2025 Best Places to Work for Women Award. The awards are held in partnership with BridgeTower Media. McLean ranked 16th in the Small Business Category. This program recognizes organizations that are employers of choice for high-quality female talent, highlighting their…
Jessica Wunder Named a Managing Principal
We’re proud to share that Jessica Wunder, CFP®, CRPC®, RICP®, has been named Managing Principal! Since joining the firm in 2012, Jessica has distinguished herself as a nationally recognized leader in retirement income planning and a fierce advocate for her clients, guiding them through life’s most complex financial decisions with clarity and confidence. Jessica’s appointment…
2025 Year-End Tax Planning Reminders
Year-end is when small moves can still lower next April’s bill. This is intended to highlight actions you can take before December 31 that impact your taxes. As this is a general overview for educational purposes, we recommend you consult your professional advisors before implementing any strategy to ensure alignment with your personal circumstances 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.