McClellan Wealth

At McClellan Wealth Management, we do more than help you plan, grow, and secure your financial assets. We take into account your individual needs, your personal goals for your money, your family, and your future – and we work with you to make sure you’re completely satisfied with every aspect of the services you receive. If you’ve ever had an experience with a larger financial advisory firm that left you feeling more like a number than a person, then you’ll appreciate the McClellan difference right away.

Before starting McClellan Wealth Management, Certified Financial Planner Josh Slocum worked for Merrill Lynch for almost nine years. There, he honed his skills and knowledge of the industry. His experience at Merrill Lynch fueled his next success, at a small boutique financial planning firm in Birmingham. From there, Josh learned everything he needed to know about launching his own private firm, and McClellan Wealth Management was born.

He founded the firm on the principles of integrity, competence, and diligence. These qualities are at the heart of every client interaction. Not only does Josh adhere to his fiduciary obligation to act in the best interest of his clients, he also is genuinely invested in each client. It is important to Josh that he forge a personal connection with his clients so he can get a more comprehensive understanding of their needs.

As he listens to them talk about their families, finances, concerns, and goals for the future, he is simultaneously building lasting relationships rooted in mutual trust and respect. These are bonds that go much deeper than the impersonal business-focused model you’ll find at most financial advisory firms.