McLean Financial Planning and Investment Management

McLean Financial Planning and Investment Management provides investment management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporations or business entities. Services include ongoing portfolio management, preparation of individualized Investment Policy Statements, and discretionary implementation of asset allocation, security selection and portfolio monitoring.

The firm employs both fundamental and technical analysis and a long‑term trading orientation, with portfolios primarily invested in U.S. securities (the brochure notes roughly 95% U.S. exposure) and limited non‑U.S. exposure for diversification. McLean tailors programs through an initial interview and documented client risk profile and generally manages accounts on a discretionary basis while accommodating client‑imposed restrictions.

Compared with many independent advisers, McLean explicitly accepts corporate and business entities as clients and manages client assets in‑house rather than allocating to third‑party subadvisers; it also offers options strategies (covered calls and long purchases) as part of its service menu. The firm states it has no account minimum and participates in an institutional custodian program (Schwab), which provides custodial, research and other services that may result in soft‑dollar benefits.