Maineville, OH Office

McLean Asset Management Corporation provides investment management, financial planning, and consulting to a broad client base that includes individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non‑discretionary portfolio management, retirement plan advisory services, and separately managed Tax‑Managed Core Equity strategies as part of its service menu.

MAMC begins client relationships with a detailed interview to develop an integrated, globally diversified asset allocation grounded in Modern Portfolio Theory, with an emphasis on tax efficiency and periodic rebalancing. The firm also offers ESG screening options, uses Dimensional Fund Advisors funds and research, and can employ covered‑call techniques for concentrated stock positions when appropriate.

Distinctive features disclosed in the brochure include multiple corporate affiliations (an affiliated registered adviser, an affiliated insurance agency, and a relationship with the RISA® profiling tool), a five‑office operating footprint, and explicit provision of participant education and retirement plan workshops alongside ERISA §3(21) and §3(38) plan services. The firm also discloses custodial relationships and economic arrangements with custodians (including a disclosed quarterly Fidelity support fee, Schwab additional services, and a legacy solicitation fee tied to past AdvisorDirect referrals), which it identifies as potential conflicts of interest to be considered by clients.