McClellan Wealth Management

McClellan Wealth Management is a Birmingham financial planning and investment advisory firm focused on long-term, generational wealth management. Services include investment management, retirement planning, tax minimization, estate and trust planning, educational planning with 529 plans, risk management, philanthropic planning, and executive benefit planning. The firm advises on insurance needs but does not sell insurance products, working with outside brokers for quotes instead.

Clients work with Certified Financial Planner Josh Slocum, who founded the firm after roughly nine years at Merrill Lynch and time at a small boutique planning firm, and Maxwell D. Taylor, a CPA, CFP and CCIM. The firm acts as a fiduciary and invites prospective clients to set up an initial meeting by phone or email. Its office is at Cahaba Road in Birmingham.