Advisor Details

Advisor Details

Financial Advisor in Birmingham, AL

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.

Firm SEC/CRD #

146051

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Advisor SEC/CRD #

4919492

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    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.

Contact:

3300 Cahaba Rd. Suite 216
Birmingham, AL 35223

josh@mcclellanwealth.com

(205) 208-9868

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