McLean Asset Management Corporation Named Premier Advisory Firm By NABCAP

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Firm selected by National Association of Board Certified Advisory Practices as one of elite wealth management practices in Greater Washington region.

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McLean Asset Management Corporation (MAMC), which provides wealth management and investment management services to individuals, families and institutions, today announced it has been selected by the NABCAP as one of the premier wealth managers in the Greater Washington Area. The NABCAP Premier Advisors list of 75 elite wealth management practices was published in the Sept. 16 edition of The Washington Business Journal.

The National Association of Board Certified Advisory Practices (NABCAP) is the first non-profit 501(c)(3) organization to create an independent, discerning process to help identify the top quality advisory practices in order to better serve the investing community. NABCAP utilizes a stringent, unbiased selection process that evaluates each practice based on a proprietary system and objectively verified the information submitted through its multi-level verification process.

“NABCAP is committed to providing investors and advisors a trusted standard of excellence to improve industry transparency and ensure the investing public can make sound decisions, and for that reason we are greatly honored our firm has been recognized as one of the region’s premier wealth advisors,” said Dean Umemoto, founding principal and president, McLean Asset Management Corporation. “For more than 25 years, MAMC has built its practice around independence, empirically validated approaches and proactive client service, and these values have allowed us to develop lasting client relationships and distinguish our practice within the industry.”

The NABCAP methodology for the Premier Advisors list leverages an unaffiliated, multi-step evaluation process in which 20 categories of practice management are assessed, including team dynamics, years of experience, investment and risk philosophy, fee/cost structure and customer service. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency for the investor’s benefit.

About McLean Asset Management Corporation
Since 1984, McLean Asset Management Corporation (MAMC) has provided comprehensive wealth management services to individuals, families and institutions. The firm’s team of seasoned advisors is committed to delivering unmatched wealth management, advanced planning and relationship management services to clients. The firm applies a holistic approach to wealth and investment management, working to ensure that each client’s objectives are incorporated into a unified strategy to meet near-term and long-term financial objectives. For additional information, please visit http://www.mcleanam.com.

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Eileen O'Connor
MAMC
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