MacLean Wealth Management is a U.S.-based independent financial advisory firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm specializes in creating personalized financial plans and managing investment portfolios for individuals and families. Their process involves understanding a client's goals, designing a tailored strategy, implementing the plan, and providing ongoing monitoring and adjustments. The company emphasizes a fee-only compensation model to avoid conflicts of interest associated with commission-based products.

Founded in

United States