A complete list of active advisors currently associated with Douglas A. McClennen IA

Warmer can help you find a great advisor at Douglas A. McClennen IA or one who fits your needs even better.

Douglas A. McClennen IA advises primarily individuals, trusts and endowments and also accepts work for groups evaluating retirement plans; services described in the brochure include portfolio management, financial planning and occasional trustee services. The firm states it oversees both discretionary and non‑discretionary accounts and may provide pension consulting or plan‑evaluation engagements for plan sponsors. The adviser describes a holistic, research‑driven investment approach that emphasizes low‑cost, no‑load index funds, periodic rebalancing and risk‑adjusted allocation, supplemented when appropriate by individual stock selections. The brochure notes a quantitative background and an in‑house research database of stocks and funds, regular quarterly account reviews, and an annual personalized performance letter to clients. Distinctive features relative to peers include a published free newsletter outlining market views and a model portfolio, and the adviser’s willingness to provide educational presentations or seminars and formal 401(k)/IRA plan evaluations. The firm also departs from the common percentage‑of‑assets fee model, instead using hourly and retainer arrangements in some cases, and will act as a named trustee for certain clients when agreed.

To learn more about the advisors currently working at Douglas A. McClennen IA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Douglas Mcclennen	East Harwich, MA	19

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