A boutique financial planning and firm that specializes in tailored wealth management solutions for a more sophisticated clientele. In our assessment of a client's estate, we will review and make recommendations regarding various types of trust and if applicable, coordinate legal counsel.
Whether you are trying to give small donations to your favorite charities, or wanting to set up something more sophisticated like a donor advised fund or foundation, we can help.Our financial planners will help you identify the best way to maximize your philanthropic donations. Employer benefits represent a significant portion of corporate executives' net worth and financial security.
Whether you are trying to give small donations to your favorite charities, or wanting to set up something more sophisticated like a donor advised fund or foundation, we can help.Our financial planners will help you identify the best way to maximize your philanthropic donations. Employer benefits represent a significant portion of corporate executives' net worth and financial security.
Services
We put our client's interests first by acting as a fiduciary. Unlike many other firms that put the interests of its advisers or shareholders first, we at McClellan shun these conflicts of interest, and feel it is our duty to educate clients as to why this is so important. Simply put, we are completely independent and objective in dealing with our clients.
Wealth management through McClellan is a full-spectrum service that takes into account the wide array of financial considerations and approaches them all with the same careful, custom-tailored attention. McClellan Wealth Management's approach to each individual starts with gaining a deep and thorough understanding of our clients' financial assets and what matters most to them.
It's much easier to enjoy the day-to-day pleasures of life when you're confident that the foundation of your future has been built on solid ground. That's where financial planning from McClellan Wealth Management comes in. With an eye toward your future goals and a thorough understanding of where your finances stand now, we can help you build a plan that will help get you where you want to go.
When it comes to maximizing and securing your wealth, it's crucial that you turn to an expert who knows the ins and outs of the industry. We can advise you on stocks, fixed-income investments, mutual funds, and more as part of our full-service investment management plan. We'll help you develop and strengthen your investment portfolio to put you in a stable financial position and build confidence in your approach to investing.
We believe financial security is just as much about planning for your legacy as it is about working to build and potentially safeguard your wealth in the present. And it's much more fulfilling to spend your post-retirement years enjoying life on your terms when you know that your financial assets will be handled with the care and respect that they deserve.
Reviews (4)
Nancy Ball
Dec 03, 2021
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Lisa Hall
Oct 05, 2021
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Josh is amazing. He is extremely smart and well versed in all aspects of financial planning. From 401k to college savings plans, I truly believe he is the best financial planner in the Birmingham area. I’m not a number to him and even consider him a friend. He pays close attention to financial matters and I trust him 100%. I would definitely recommend Josh to anyone looking for a financial planner they can trust. His expertise is unmatched!!!
L. Rena
Mar 03, 2021
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Ana Cristina Reaves
Nov 17, 2019
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