MacLean Wealth Management

MacLean Wealth Management is an independent financial advisory firm based in Princeton, New Jersey, focused on helping individuals, families, and small business owners manage their financial lives. Founded to provide personal, comprehensive guidance, the firm emphasizes listening, long-term relationships, and advice tailored to each client’s goals, time horizon, and risk preferences. Its process includes understanding clients’ concerns, developing and discussing strategies, implementing recommendations, and monitoring progress.

The firm offers financial planning, wealth management, investment consulting, and retirement plan services. Its areas of support include investment and money management, bonds, common stock, IRAs, variable annuities, 401(k) planning, college and estate plans, insurance, and business succession. For business owners, MacLean can advise on employee attraction and retention, tax planning, short-term cash management, succession, and strategies to build and preserve personal wealth. Retirement plan services aim to address fiduciary risk, identify tax advantages, and improve participant outcomes. Securities and advisory services are offered through LPL Financial, subject to applicable residency and service availability requirements.