# McLean Advisory Group

- **Website:** <https://mcleanadvisorygroup.com>
- **Primary alias:** `mcleanadvisorygroup.com`

## Description

McLean Advisory Group is a financial advisory firm based in Waretown, New Jersey, helping families coordinate retirement, investment, tax, and estate planning. The firm’s approach connects these areas in one strategy, aiming to reduce the gaps that can arise when financial professionals work separately. Its 3D process begins with clients’ dreams and priorities, maps their dollars to those goals, and considers how wealth will be passed on to loved ones.

Services include retirement income and retirement planning, Social Security guidance, investment management, retirement tax planning, and estate planning coordination. The firm also offers wealth guidance for clients seeking coordinated oversight of portfolios, tax exposure, and legacy considerations. Tax return preparation is available exclusively to McLean Advisory Group clients and existing tax clients. The team works with financial planners, estate attorneys, and tax professionals to develop customized plans, and emphasizes client education and long-term communication. Founded in 1983, McLean Advisory Group provides consultations from its Waretown office and shares planning resources, books, and the Financial Insanity Radio Show.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/McLeanAdvisoryGroup)
- [linkedin](https://linkedin.com/company/mclean-advisory-group)
- [youtube](https://youtube.com/channel/UCtgUitgsfoN4tyuSfg5zf6Q)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idOIiuAe37/w/961/h/961/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793431408646)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Everglade | #1c4828 | dark |
| White | #ffffff | light |

## Fonts

- Poppins — asset _(google)_
- Source Sans Pro — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idOIiuAe37/w/1128/h/191/idTsgq9IOD.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793431408351)

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_Source: <https://brandfetch.com/mcleanadvisorygroup.com>_
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