---
title: "Josh Slocum | Financial Advisors"
description: "Josh Slocum at McClellan Wealth Management. Josh lives in Birmingham with his wife and two sons. He is actively involved in making a difference in the…"
url: https://financialadvisors.com/advisors/josh-slocum/
---

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![Josh Slocum](https://financialadvisors.com/wp-content/uploads/2023/06/2011271606502275JoshHeadshot.jpg)

# Josh Slocum

McClellan Wealth Management

investment

Email Advisor

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## About

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.

Education Background:
Graduate of the University of Alabama with a bachelors in Liberal Arts
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Accredited Investment Fiduciary (AIF®)

## Firm Information

![McClellan Wealth Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2011271606503084logo1.png)

Firm McClellan Wealth Management

Agency Type ria

Firm CRD# 146051

About Firm

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.

Firm Location

## Professional Details

Advisor CRD# 4919492

Fiduciary No

### Contact Information

Email Advisor

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[(205) 208-9868](tel:2052089868)

Address 3300 Cahaba Rd suite 216, Birmingham, AL 35223, USA

### Links

[Website](https://www.mcclellanwealth.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/4919492)

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