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General Disclosures

McLean Asset Management Corporation only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. 1. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels. 2. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. 3. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results. This website is in no way a solicitation of offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this website should be interpreted to state or imply that past results are an indication of future performance. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. Please Note: The information being provided is strictly as a courtesy. When you link to any of these websites provided here you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. When you access one of these sites, you are leaving Mclean Asset Management’s website and assume total responsibility and risk for your use of the sites you are linking to. There are no warranties expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any “linked website.”

Disclosures for Awards and Rankings

Awards, rankings and/or recognition by unaffiliated rating services and publications: are absolutely not indicative of McLean’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McLean is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of McLean by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Unless expressly indicated to the contrary, McLean did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of McLean by any of its clients.
Forbes and Shook Research 2026 Best-in-State Wealth Advisor Award Jessica Wunder, a Principal at McLean, was ranked as one of the top women wealth advisors in the state of Virginia in 2026. The annual list was published by Forbes and Shook Research on February 4, 2026. The ranking is based on an algorithm of qualitative data learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models, and compliance records as well as quantitative data, such as revenue trends and assets under management. The data was compiled for the period June 30, 2024 through June 30, 2025. All advisors have a minimum of seven years’ experience, a clean compliance record, and must be recommended and nominated by their firm. Advisors were evaluated on revenues, assets under management, and client retention data. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The complete recipient list, Jessica’s profile, and additional information about the ranking methodology are available on the Forbes website at https://www.forbes.com/lists/best-in-state-wealth-advisors.   Forbes and Shook Research 2025 Best-in-State Wealth Advisor Award Jessica Wunder, a Principal at McLean, was ranked as one of the top women wealth advisors in the state of Virginia in 2025. Data as of 9/30/24. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The complete recipient list, Jessica’s profile, and additional information about the ranking methodology are available on the Forbes website at https://www.forbes.com/lists/best-in-state-wealth-advisors.   Forbes and Shook Research 2024 Best-in-State Wealth Advisor Award Jessica Wunder, a Principal at McLean, was ranked as one of the top women wealth advisors in the state of Virginia in 2024. The award is based on an algorithm of qualitative data learned through surveys and interviews conducted by telephone, in-person, and virtually to evaluate best practices, service models, investing models, and compliance records, as well as quantitative data such as revenue trends and assets under management. All advisors ranked have at least seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This award is not indicative of this financial advisor’s future performance. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. The complete recipient list, Jessica’s profile, and additional information about the ranking methodology are available on the Forbes website at https://www.forbes.com/lists/best-in-state-wealth-advisors.   Forbes and Shook Research 2024 Top Women Wealth Advisors Best-in-State Award Jessica Wunder, a Principal at McLean, was ranked as one of the top women wealth advisors in the state of Virginia in 2024. The award is based on an algorithm of qualitative data learned through surveys and interviews conducted by telephone, in-person, and virtually to evaluate best practices, service models, investing models, and compliance records, as well as quantitative data such as revenue trends and assets under management. All advisors ranked have at least seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This award is not indicative of this financial advisor’s future performance. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions on how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. The complete recipient list and additional information about the ranking methodology are available on the Forbes website at https://www.forbes.com/lists/best-in-state-women-advisors. AdvisorHub “Advisors to Watch” under $1 Billion Award Jessica Wunder, a McLean Principal, was recently named a 2024 Advisor to Watch by AdvisorHub. AdvisorHub received nominations from 339 firms. Nominees were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice, 2) year-over-year growth, 3) and professionalism. Participation in this ranking is open to any firm or advisor, and there are no fees for participation. The complete recipient list and additional information about the ranking methodology are available on the AdvisorHub website. Charles Schwab Advisor Services sponsored the rankings. AdvisorHub “50 Women Advisors to Watch” Award Jessica Wunder, a Principal at McLean, was named one of “50 Women to Watch” by AdvisorHub in 2023. The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character, and community involvement. Criteria considered included: assets under management, production/revenue, team size, and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The complete recipient list and additional information about the ranking methodology are available on the AdvisorHub website at advisorhub.com. Best Places to Work in Virginia McLean was named a Best Place to Work in Virginia in 2021, 2022, 2023, 2024, 2025, and 2026. No fees were paid to be considered for the award. Participating organizations must complete a two-part process to be considered for inclusion on the list. The first part consists of evaluating each registered company’s workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which companies are included on the list. Best Companies Group (BCG) manages the overall registration and survey process and also analyzes the data and uses its expertise to determine the final rankings. To be considered for participation in Best Places to Work list created by Virginia Business and BCG, companies had to fulfill the following eligibility requirements: be a for-profit or not-for-profit business or government entity, be a publicly or privately held business, have a facility in the state of Virginia, have at least 15 employees working in Virginia and have been in business a minimum of 1 year. BCG managed the overall registration, survey and analysis process and determined the final rankings. For more information on the Best Places to Work in Virginia program, visit www.bestplacestowork.com. Financial Planning Magazine – Best RIAs to Work For McLean ranked 2nd out of 52 firms on the inaugural Best RIAs to Work For list published by Financial Planning Magazine and Best Companies Group on December 3, 2024. This survey and awards program is designed to identify, recognize and honor the best employers in the RIA profession, benefiting its economy, workforce and businesses. To be considered for participation, firms had to fulfill the following eligibility requirements: registered as an RIA with the SEC, have a facility in the United States, have a minimum of 10 employees working in the United States, and must be in business a minimum of 1 year. Firms from across the United States entered the two-part survey process to determine Financial Planning’s Best RIAs to Work for. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking. McLean did not pay a fee to participate or rank on the list. For the full recipient list visit www.financial-planning.com. InvestmentNews – Best Places to Work for Financial Advisers McLean won the Investment News Best Places to Work for Financial Advisors award in 2022, 2023, and 2024. No fees were paid to be considered for the award. McLean was chosen as one of the top 75 firms with 15-29 employees based on employer and employee surveys analyzing meaningful workplace criteria for all their professionals. InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. The InvestmentNews Best Places to Work for Financial Advisers award winners “showcase financial advice businesses that go beyond offering financial advisers attractive benefits and perks; they create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients.” Eligibility requirements include being a registered investment adviser (RIA) or being affiliated with an independent broker-dealer (IBD), being in business for a minimum of one year, and having a minimum of 15 full-time employees. Visit www.investmentnews.com for more information.   Washington Business Journal – Largest Wealth Management Firms in the DC Metro Area  McLean was recognized as one of Washington Business Journal’s Largest Wealth Management Firms in Greater DC List. The Washington Business Journal’s Lists are recognized throughout the region as reliable and reputable sources of business information compiled from pertinent company profile criteria.  The depth of McLean’s metro-area advisors along with its annual revenue and comprehensive financial planning focus were positive consideration factors that put it at the top of the list against other wealth management firms in the Northern Virginia, Maryland and Washington DC area.   Top Financial Advisors in the DC Metro Area McLean was named as one of twelve Top Financial Advisor in the Maryland, DC, and Northern Virginia area by AdvisoryHQ for 2020-2021. AdvisoryHQ utilized a proprietary “top-down adviser selection methodology” that is based on a wide variety of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Reviews and ranking articles are 100% independently researched and written. Winning firms do not realize they are being reviewed until after the reviews are completed and published to the public.   Northern Virginia Magazine Top Financial Professionals Our Principal, Jessica Wunder, was named as a Top Financial Professional by Northern Virginia Magazine in 2021, 2023, 2024, and 2025. Jason Rizkallah, Alana Light, and Athena Chang were named to the 2024 list.  The Northern Virginia Magazine surveyed financial professionals in northern Virginia and asked them to recommend other financial professionals to whom they would refer family and friends. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities. Click here to view the full list of financial professionals.   Five Star Wealth Managers – Washington, DC Alana Light was named to the Five Star Wealth Manager List in 2024 and 2025. The 2025 award was issued on 10/15/2025 by Five Star Professional (FSP) for the time period 01/15/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3811 Washington D.C.-area wealth managers were considered for the award; 156 (4 % of candidates) were named 2025 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Disclosures for Professional Designations

Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services.
Accredited Estate Planner® (AEP®) Accredited Estate Planner®: An Accredited Estate Planner (AEP®) applicant must meet all of the following requirements established by the National Association of Estate Planners & Councils:
  • The applicant must provide documentation of being licensed to practice law as an Attorney (JD) or to practice as a Certified Public Accountant (CPA), or of being currently designated as a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), CERTIFIED FINANCIAL PLANNER™ professional, or Certified Trust & Financial Advisor (CTFA), in any jurisdiction of the United States of America and meet certain educational requirements.
  • The applicant must be presently and significantly engaged in “estate planning activities” as an attorney, an accountant, an insurance professional, and financial planner, or a trust officer. A minimum of five (5) years of experience engaged in estate planning and estate planning activities is required. To be exempt from the required education requirements, an applicant must have a minimum of fifteen (15) years of experience engaged in estate planning and estate planning activities.
  • AEP® applicants are required to be members of, and continuously maintain membership in, an affiliated local or regional estate planning council where such membership is available. Where no affiliated local council membership is available, the applicant is required to continuously maintain an At-Large individual membership in the National Association of Estate Planners & Councils.
  • AEP® applicants must continuously be in good standing with the applicant’s respective professional organization and/or license authority (e.g., State Bar Association for attorneys, etc.) and provide three (3) professional references prior to acceptance.
  • In addition, AEP® applicants must abide by the NAEPC Code of Ethics, acknowledge a commitment to the team concept of estate planning by signing a declaration statement and meet continuing education and re-certification requirements, which include the yearly payment of dues.
Accredited Investment Fiduciary® (AIF®) The Accredited Investment Fiduciary AIF® Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards, and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360. CERTIFIED FINANCIAL PLANNER® Certified Financial Planner Board of Standards, Inc. (“CFP Board”) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with flame design) logo in the United States (these marks are collectively referred to as the “CFP® marks”). The CFP Board authorizes use of the CFP® marks by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. To earn the right to use the CFP® marks, an individual must currently fulfill specific requirements in the areas of education, examination, experience, and ethics. Individuals who become certified must complete ongoing education, ethics, and certification requirements in order to maintain the right to continue to use the CFP® marks. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. Certified Plan Fiduciary Advisor (CPFA) The Certified Plan Fiduciary Advisor (CPFA) designation is issued by the National Association of Plan Advisors (NAPA). The course work and examination cover ERISA Fiduciary Roles and Responsibilities, ERISA Fiduciary Oversight, ERISA Plan Investment Management, and ERISA Plan Management. All credentialed members must acquire 10 hours of continuing education credits each year, as well as renew NAPA Membership annually. A plan advisor who has earned his/her CPFA has demonstrated the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. Chartered Financial Analyst® (CFA) The Chartered Financial Analyst® (CFA®) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. CFA® designates an international professional certificate that is offered by the CFA Institute. There are currently more than 178,000 CFA® Charterholders working in over 170 countries and regions. To earn the CFA® charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least four years of qualified professional investment experience; (3) join CFA Institute as members; and (4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. Chartered Financial Consultant (ChFC®) The Chartered Financial Consultant (ChFC®) designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation. Chartered Life Underwriter (CLU®)  Since 1927, the Chartered Life Underwriter (CLU®) has been the respected risk management credential for advisors. Designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. The mark is awarded by The American College, a non-profit educator with the top level of academic accreditation. Chartered Retirement Planning Counselor (CRPC®) The College of Financial Planning® awards the CRPC® designation to applicants who complete the CRPC® professional education program, pass a final examination, commit to a code of ethics, and agree to pursue continuing education. Continued use of the CRPC® designation is subject to ongoing renewal requirements. Every two (2) years the designee must renew their right to continue using the CRPC® designation by completing 16 hours of continuing education and reaffirming to abide by the Standards of Professional Conduct. Financial Paraplanner Qualified Professional (FPQP®) The Financial Paraplanner Qualified Professional designation is designed for new professionals entering the financial services industry, as well as frontline employees and support staff with some industry experience looking to deepen their foundational knowledge. Students will gain basic, practical knowledge of the financial planning process and the disciplines of financial planning—while being introduced to different product categories, essential terminology, and general concepts applicable to financial planning. The program is an ideal launchpad for a career in the financial services profession, and a great way to increase the insight and knowledge of those already working in the profession. Individuals who hold the FPQP® designation are responsible for completing 16 hours of continuing education (CE) credits every two years. Professional Plan Consultant™ (PPC™) The Professional Plan Consultant™ (PPC™) designation is awarded to those who successfully complete The 401k Service Training Program™.   A successful candidate must have three years of financial industry sales, service, and/or support experience. A PPC™ candidate must attend either the instructor-led, multiple-day training session accredited by Robert Morris University or complete the online training program to gain a comprehensive understanding of the issues faced by plan sponsors, how to identify shortfalls in an employer-sponsored plan, and how to successfully address plan management issues. Each PPC™ candidate must sign the Financial Service Standards (FSS) Code of Ethics to verify that the individual pledges to maintain a high standard of conduct, competence, knowledge, professionalism, integrity, objectivity, and responsibility in the practice of his or her profession. On an ongoing basis, over a 24-month cycle, each PPC™ designee must complete a minimum number of continuing education hours (12) in a format allowed by FSS. Candidates are required to take one core course and five elective courses in a variety of topics including general insurance topics, insurance planning, investment planning, estate planning, and ethics. Candidates must successfully pass an examination in each topic area. Candidates must also maintain valid membership in the National Association of Insurance and Financial Advisors upon completion of study. All candidates are subject to ongoing ethics and education requirements. Qualified 401(k) Administrator (QKA®) The Qualified 401(k) Administrator (QKA®) program advances knowledge gained in the Retirement Plan Fundamentals (RPF) certificate course. The QKA® program consists of two packages — Plan Management and Testing & Compliance —each comprising nine courses, a practice test and a credential exam. In order to be eligible for the QKA® credential, candidates must: (i) read the QKA® Candidate Handbook; (ii) have three years of experience in the retirement field or complete the Retirement Plan Fundamentals (RPF) course; (iii) pass the QKA-1 Plan Management exam; (iv) pass the QKA-2 Testing & Compliance exam; and (v) apply for ASPPA credentialed membership. Retirement Income Certified Professional® (RICP®) Refers to a financial professional who specializes in retirement income planning. Financial professionals earn the RICP designation after completing three required courses. The RICP designation holder is required to complete continuing education. The designation is offered through the American College of Financial Services.
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