McLean Financial Planning &
Investment Management, Inc.

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The Next Phase of Your Financial Journey Starts Today
Build Wealth
Maximize Growth
Avoid Financial Mistakes
Our Clients

image Tom & Jen
Tom & Jen became clients in 2011 when Tom was 5 years from retirement. We began planning for a comfortable retirement immediately and that day came in 2015 (a year early!). They now take automatically deposited monthly distributions from Tom's rollover IRA.
image Brad & Pam
Brad & Pam are business owners 10 years from retirement. They are on track to live the same lifestyle in retirement as today.
image Selena
Selena is a small business owner. She started saving for retirement at 25 years old and plans to retire at age 55.
The names, pronouns and photos above have been changed to protect our clients' identities but the scenerios are real.

image Build Wealth
Do you want to retire a millionaire? It may not be as difficult as you might think. We can develop a financial plan and then execute that plan to help you live the life you want.
image Maximize Growth
We adjust risk based on market conditions. We use leading indicators to determine when to reduce risk and when to increase risk to increase returns and reduce volitility.
image Reduce Financial Mistakes
We take care of the investment decisions so you don't have to. Most people buy near the peak and sell at the bottom because they don't know any better. We research and monitor market and economic conditions to reduce these mistakes.
Why People Like You
Work With Us
We Are A Fiduciary We are a fee-only fiduciary firm. We only provide investment advice that is in our clients' best interests. We represent you and only you. We do not earn commissions for our services.
Tax Planning We help you keep as much income as possible, without overpaying taxes.
Personal Portfolio Management We provide a cohesive investing strategy based on your goals, timeline and risk tolerance.

About Us

McLean Financial Planning & Investment Management, Inc. is a privately owned Registered Investment Advisor (RIA). We put our client's best interest ahead of any other's when we provide advice and manage your investments.


Marc McLean, CFP®, AIF®, MBA