A complete list of active advisors currently associated with Maclendon Wealth Management, LLC

Warmer can help you find a great advisor at Maclendon Wealth Management, LLC or one who fits your needs even better.

Maclendon Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm commonly delivers portfolio management for individual clients and generally charges advisory fees based on assets under management. Its investment process emphasizes asset allocation with both strategic rebalancing and tactical adjustments informed by fundamental, technical, and cyclical analysis and proprietary research. The firm also may trade client accounts on margin and requires a separate margin agreement, meaning some managed accounts can include borrowing and associated interest charges while fees are assessed on total market value. The firm manages a relatively small number of client relationships for its asset size, resulting in a high average assets-per-client and a compact advisory team. It also discloses several operational features that distinguish it from many peers: certain advisers provide commission-based brokerage and insurance services, the firm advises a privately held investment company in which insiders have ownership, and staff may serve as trustees for some client accounts—arrangements the firm identifies and addresses through its compliance policies.

To learn more about the advisors currently working at Maclendon Wealth Management, LLC, 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.