A complete list of active advisors currently associated with Mclean Asset Management Corp.

Warmer can help you find a great advisor at Mclean Asset Management Corp. or one who fits your needs even better.

McLean Asset Management Corporation provides discretionary and non-discretionary investment management, financial planning, and consulting services to a broad client base that includes individuals and high-net-worth households, employer‑sponsored retirement plans, trusts, estates, charitable organizations, and business entities. The firm assists clients with risk management, retirement plan design and implementation, and may recommend insurance products through its affiliated insurance agency as part of comprehensive planning. MAMC constructs individualized portfolios grounded in Modern Portfolio Theory, emphasizing asset allocation, broad global diversification, and a buy‑and‑hold time horizon (typically a minimum of five years); it commonly uses no‑load mutual funds, ETFs, and separately managed Tax‑Managed Core Equity strategies that can include covered‑call overlays for concentrated positions. The firm also offers ESG screening models and incorporates third‑party research and Dimensional Fund Advisors funds and analysis into its investment process. Noteworthy distinctions include the firm’s disclosure that it uses client testimonials in its advertising and a set of affiliated relationships—an in‑house insurance agency, an affiliated adviser (Retirement Researcher, LLC), and licensed use of the RISA® behavioral profiling tool—which are disclosed as potential conflicts of interest in its brochure. MAMC operates with roughly 18 advisors and about $1 billion in assets under management and describes custodial and platform arrangements with major custodians that provide economic benefits and past referral arrangements, all of which the firm discloses and monitors.

To learn more about the advisors currently working at Mclean Asset Management Corp., 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.