Financial Advisor in Birmingham, Alabama
Personal Bio
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 Name
McClellan Wealth Management
Firm Bio
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.
Advisor Type
RIA - Josh Slocum
Firm License #
146051
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
4919492
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. All views/opinions expressed in this blog are solely those of the author and do not reflect the views/opinions held by Advisory Services Network, LLC. Investing in any Financial Instrument involves risk. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment loss. As with any investment strategy, there is the possibility of profitability as well as loss.
