McLean Asset Management Corporation

10/13/2025

⚠️ Important Security Alert - Fraudulent Messaging Campaign

We’ve been made aware of an ongoing scam using McLean Asset Management’s name and employee information to solicit investments.

McLean does not conduct business through WhatsApp, social media platforms, or any third-party messaging apps. All legitimate communication from McLean comes from email addresses ending in .com.

If you receive a message that looks suspicious or comes from a different domain, do not respond or click on any links. Instead, contact us directly using the information on our official website so we can verify it.

As a general rule:
🚫 Do not click links.
🚫 Do not send funds.
🚫 Do not share personal information through WhatsApp or any other messaging app.

You may also report potential scams to law enforcement using the resources below:
-Federal Trade Commission: https://lnkd.in/dMiV83F
-Federal Bureau of Investigation Internet Crime Complaint Center (IC3): https://www.ic3.gov/

Your security and trust remain our top priorities. Stay vigilant!

12/06/2024

McLean is ranked #2 on Financial Planning Magazine’s “The 52 Best RIAs to Work For” list posted on 12.3.24. We are honored to be at the top of this list! https://bit.ly/4iByPs3

06/27/2024

McLean’s very own Jessica Wunder has been ranked a “2024 Advisor to Watch” by ! McLean is proud of the work Jessica and the rest of our advisory team does every day on behalf of clients to help them reach their goals. Congratulations ! https://bit.ly/3RKQktZ

04/12/2024

We are thrilled to announce that our very own Jessica Wunder has been honored with the 2024 Best-in-State Wealth Advisor Award from Forbes and Shook Research! 🏆

This accolade is a testament to her unwavering dedication to helping clients achieve their financial dreams.

03/08/2024

McLean is honored to be named a 2024 Best Place to Work for Financial Advisors by InvestmentNews and Best Companies Group! This accolade is a testament to the vibrant culture, dedication, and hard work of our incredible team. https://bit.ly/4c297tb

02/23/2024

McLean is thrilled to announce that one of our Principals, Jessica Wunder, is named as a 2024 Top Women Wealth Advisor in Virginia! The 2024 Forbes Top Women Wealth Advisors Best-in-State list was developed by Forbes and Shook Research based on data as of 9/30/2023 and was announced in February 2024. There was no fee paid in exchange for this award. For additional info: https://bit.ly/3uLVAVV

11/21/2023

Is Dave Ramsey's 8% safe withdrawal rate ideal? Not exactly. Supernerds, David Blanchett, Michael Finke and Wade Pfau explain why an 8% withdrawal rate is not feasible. Read the article here:

Ramsey blasted retirement researchers as goobers living in their moms' basements, but his spending advice is dangerous.

11/16/2023

Wade Pfau and Joe Elsasser collaborate on a case study entitled, "managing taxes in retirement using the effective marginal tax rate". Thank you to Vettafi Advisor Perspectives for featuring this article on their website! Read the full article here:

Research on tax-efficient retirement distribution strategies aims to sequence withdrawals from taxable, tax-deferred, and tax-exempt accounts to maximize after-tax spending. That can be either in terms of meeting an after-tax spending goal for as long as possible or preserving the most after-tax leg...

06/23/2023

Congratulations to Jessica Wunder for being named a "Woman Advisor to Watch" by AdvisorHub! Check out our blog article: https://bit.ly/3JPVaSX

05/17/2023

Brian Bass, Alex Murguia, and Wade Pfau were recently quoted by ThinkAdvisor about their thoughts on the ins and outs of social security. Learn more: https://bit.ly/3MyGpFx

While the program faces problems, fearful speculation can trigger undue panic and poor decisions.

03/16/2023

Last chance to register for our Keeping Your Brain Healthy webinar hosted by Dr. Marc Milstein, Ph.D. today at 1 PM ET. Register here:

While there’s no magic pill that will turn an aging brain into a healthy, youthful one, you are far from powerless when it comes to keeping your brain in tip-top shape. By learning how your brain works, how to keep it working optimally, and identifying changes you can start making now, you can dra...

03/15/2023

Have you registered yet? We're going LIVE TOMORROW with Dr. Marc Milstein, Ph.D. for Keeping Your Brain Young. This webinar is free to join - but spots are filling fast! Register NOW: https://bit.ly/3JAsRYJ