Business Description
McClellan Wealth Management is a boutique financial planning and investment advisory firm in Birmingham, AL, specializing in tailored wealth management solutions for a more sophisticated clientele. Josh Slocum, of McClellan Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®). Before he started McClellan Wealth, he was privileged to work for Merrill Lynch in the Birmingham office for almost nine years. After leaving Merrill Lynch, he worked for a smaller boutique financial planning firm in Birmingham, which motivated him to launch his independent practice. With Josh's knowledge, extensive experience in the financial management field, and his attention to detail, he can provide you with advanced technical support to help you succeed.
