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
How Retirement Changes the Risks You Face
Retirement is often described as the reward for decades of work. Financially, however, it represents a profound shift. For years, the objective is to earn, save, and grow assets. Then retirement arrives, and the focus changes almost overnight. The goal is no longer accumulation; it is sustainability. That shift changes the risks you face in…
Building a Retirement Income Floor
Retirement planning typically centers on investment strategy. Asset allocation, withdrawal rates, and market forecasts receive most of the attention. But one of the most consequential decisions in retirement is not how aggressively to invest. It is about how much of your lifestyle should depend on market returns in the first place. During your working years,…
Jessica Wunder Ranked as a 2026 Best-in-State Wealth Advisor
Jessica Wunder, a McLean Principal, was recently ranked on the 2026 Top Woman Wealth Advisor Best-In-State in Virginia list. The annual list was published by Forbes and Shook Research on February 4, 2026. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an…
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.