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McLean Asset Management Corporation Receives Dual 2014 Honors in the Wealth Management Industry
  • USA - English


News provided by

McLean Asset Management Corporation

Oct 09, 2014, 09:40 ET

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Dean Umemoto, CFP®, ChFC®
Dean Umemoto, CFP®, ChFC®

McLean, VA (PRWEB) October 09, 2014 -- McLean Asset Management Corporation (MAMC) today announced it has been recognized for two separate 2014 honors: NABCAP’s Premier Advisors List and Northern Virginia Magazine’s Top Financial Professionals. Both lists highlight elite wealth management companies and their financial advisors based in the Washington, DC area.

“We are truly honored to receive multiple recognitions that distinguish our firm within the industry," said Dean Umemoto, Principal of MAMC.

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For the fourth consecutive year, MAMC was named to NABCAP’s Premier Advisors List. The National Association of Board Certified Advisory Practices (NABCAP) is established to serve the needs of the investing public by helping identify top wealth managers. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency to the financial services industry for the investor’s benefit.

Northern Virginia Magazine's Top Financial Professionals list names three of MAMC’s Wealth Managers: Dean Umemoto, Paula Friedman, and Jessica Wunder. Each was nominated by local financial industry peers for their outstanding professional reputation. In addition, Paula provided input for the magazine’s “Expert Panel” with her advice on retirement planning strategies.

“We are truly honored to receive multiple recognitions that distinguish our firm within the industry. NABCAP’s list of Premier Wealth Advisors is a trusted standard of excellence which ensures the investing public can make sound decisions when choosing an advisor,” said Dean Umemoto, founding principal and president of MAMC. “Northern Virginia Magazine’s list of Top Financial Professionals is an honor in the local community that takes many years to cultivate.”

About McLean Asset Management Corporation
Celebrating its 30th year, McLean Asset Management Corporation provides comprehensive wealth management services with a specialization in retirement income distribution and wealth accumulation. McLean expands beyond the standard level of financial advice by incorporating investment strategies based on Nobel Prize-winning research and empirically driven financial planning best practices into a singular strategy to best address client needs and goals.

For more information, please visit our website at http://www.mcleanam.com.

Find us on Twitter, LinkedIn, and Facebook.

________________________________________________________
Disclosure: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For additional information on the NABCAP Premier Advisor List and Northern Virginia Magazine’s Top Financial Professionals List, please refer to websites http://www.nabcap.org and http://www.northernvirginiamag.com. McLean Asset Management Corporation is a registered investment advisor and only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. The content of this publication is for informational purposes and is not an offer or solicitation for investment services or products.

Cathy Rieder, McLean Asset Management Corporation, http://www.mcleanam.com, +1 7038270636, [email protected]

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