Who We are
Another way that McClellan Wealth Management is different is that we are always seeking more knowledge to better serve our clients. We only focus on the most credible educational sources, and will only employ professionals with either a CFP®, CFA or CPA as we believe these designations to be a base level of competency for the services we provide our clients.
McClellan Wealth Management: Not Your Typical Birmingham, AL Wealth Manager
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.
Built on a Foundation of Knowledge and Principles
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.
See the Difference for Yourself
It is our view that trusting your financial interests to McClellan Wealth Management is a smart choice. We hope it will bring you the help you want as you live in the present and plan for your future. Contact us today and schedule a meeting with Josh to discuss your needs, goals, and specific financial considerations. You’ve got everything to gain.
Schedule Your Consultation Today
Let’s plan for an even brighter, financially secure future.
Josh lives in Birmingham with his wife and two sons. He is actively involved in making a difference in the world and engages in philanthropic work through several charities. He also prioritizes his own continuing education in his chosen field. For that reason, Josh seeks out opportunities to enrich and expand his extensive knowledge of the industry so he can better serve his clients every day.
- Graduate of the University of Alabama with a bachelors in Liberal Arts
- CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
- Accredited Investment Fiduciary (AIF®)
At McClellan Wealth Management, we know how fortunate we have been over the years to have recevied guidance and help from many people along the way. That’s why we make it a point to give back to causes we feel are important. Here are some of the groups we are passionate about helping: