McClellan Wealth

McClellan Wealth Management is a Birmingham, AL-based boutique wealth management firm that specializes in long-term generational wealth management solutions. With a focus on personal attention and support, they offer a comprehensive range of financial planning and investment advisory services tailored to meet the unique needs of each client.

Under the leadership of Certified Financial Planner Josh Slocum, the firm emphasizes integrity, competence, and diligence, ensuring clients receive trustworthy advice while navigating their financial goals. McClellan Wealth Management prides itself on creating lasting relationships and developing customized strategies to protect and grow clients’ financial assets.

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