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 almost 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 Advisors Named to Northern Virginia Magazine’s 2024 Top Financial Professional List
Northern Virginia Magazine named the following McLean Advisors to their 2024 Top Financial Professionals list: Alana Light Jessica Wunder Jason Rizkallah Athena Chang To compile the Top Financial Professionals listing, surveys were sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The…
Transitions in Retirement: A Whirlwind of Change
Retirement is sometimes portrayed as a relatively uneventful, static chapter in life. In fact, nothing could be further from the truth! For most, retirement will be filled with significant life changes and transitions. Some of these changes we pursue, some we must learn to accept, some transitions can happen concurrently while others may require our…
Staying Active and Engaged in Retirement
Retirement is the beginning of a new chapter in life. It’s a time to explore new horizons, pursue passions, and embrace opportunities for personal growth and fulfillment. As you consider how to make the most of your time, it is important to stay active to maintain physical, mental, and emotional well-being. Below are some ideas…
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.