Welcome to The McClelland Financial Group

Your future starts today.

Our goal is to simplify and enhance the financial lives of our clients.

Financial planning is all about taking control of tomorrow today. With a little foresight and planning, you can be well on your way to paving a safe and secure financial future for yourself, and for your loved ones. All too often, people feel overwhelmed by their finances— where to start, how to plan, where to invest their money and how to protect it so that it can be passed down to future generations.

Latest Blogs

Rob McClelland

Rob’s Read: "How Often Is It a Stock-Picker’s Market?"

May 1, 2019
“One of the reasons it’s so difficult to outperform the market is because so many individual stocks themselves underperform the market. It’s not a symmetrical distribution where half the stocks outperform and half underperform.”
Michael Connon

Bitcoin Buyers Beware

May 1, 2019
As advisors, we typically counsel families to take a patient, long-term approach to investing in the marketing, but the markets often spin on today’s breaking news and hottest holdings. This means we must take the time to learn about the latest financial fads alongside our clients. Cryptocurrency is a prime example.
Carlo Cansino

McClelland University 10 Years Strong

May 1, 2019
Saturday, April 13th marked the 10th annual McClelland University. For those of you that are unaware, McClelland University is our most decorated client-appreciation event of the year. Saturday’s event did not disappoint.
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Latest Podcasts

Back from the Outback

April 27, 2019 - Episode 13
What we learned from the DFA Australia Tour from advisors across the globe.

What Insurance is Really the Right Fit for You?

April 17, 2019 - Episode 12
How The McClelland Financial Group have been insured and what we think will work for your future.

The Best of Both Worlds: The Transition To Global Portfolios

March 9, 2019 - Episode 11
Technological Advancements - Factor and Fee Based Investing - Re-balancing and Tax Effectiveness
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