Empowering confident financial decisions

The McLean Group Benjamin P. Archer, Matthew Laberee Lang, Robert McLean, Lorraine Mary Jane Geraghty, Carly Jordan

The McLean Group


phone

610-832-3055
610-832-3056



phone

855-222-6797





address

101 West Elm Street
Suite 200
Conshohocken, PA 19428



“Our ability to help you simplify even the most complex financial situation can give you the framework you need to make wise financial decisions.”

— Ben Archer

At The McLean Group, our business begins and ends with our clients. They count on us for our experience, multigenerational perspective and deep understanding of the aspects associated with significant wealth.

Our team works with successful professionals, corporate executives and retirees, and we are relentless in our pursuit of what matters most to them. We genuinely care about the well-being and financial outcomes of our clients and their families.


Ben Archer has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2020, 2019, 2018, Pennsylvania
  • Financial Times Top 400 Financial Advisers, 2016, 2015


Multigenerational planning

An integrated plan for each generation of your family

Combining our experience in multigenerational wealth management and business succession planning, we can help you navigate the intersection of family, business, finance and legacy. By building an integrated financial plan that addresses the complexities of your entire financial situation, we’ll serve your current needs and help you meet the goals of future generations.

Retirement income planning. Specializing in income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement.

Educating the next generation. When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation.

Trusts and estate planning strategies. We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner. As an important component of your comprehensive wealth plan, we will help you address potentially complex tax issues, gifting guidelines and wealth transfer strategies.

Sophisticated insurance solutions. Thoughtful insurance strategies can help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries. We’ll work with your unique circumstances.

Life after work. What passions do you want to pursue in your next act in life? This may be an emotional time as you face a future outside the business you worked so hard to build. We can help provide comprehensive post-sale wealth planning to help you discover new opportunities, pursue your passions and build the legacy you envision.


Corporate executive planning

Helping executives maximize their compensation plan

With complicated equity award packages and deferred compensation, executives and employees need specific guidance. We are well-positioned to provide financial planning to help executives get the most from their compensation plan and to integrate those plans with their overall wealth management strategy.

We advise on the following:

  • Stock options
  • Restricted stock
  • Employee stock purchase plan
  • Employer-sponsored plans

Solutions for businesses

Guidance for the full life cycle of your business

We understand that your business is a big part of your identity. Whether you are looking to exit now or simply gauge your readiness, knowing who to work with in each facet of a business transition can make all the difference. Our team offers advisory solutions that provide insight and help empower educated financial decisions.

  • Expanding. To help you understand the risks and opportunities of expanding your business, we look at your entire financial picture, including tax planning strategies, retirement plans, cash management, private capital sourcing and investments.
  • Customized lending. We offer solutions through our extensive UBS banking resources, including access to securities-backed lending, mortgages and tailored financing.
  • Succession planning. Working with CPAs and attorneys, we help create customized cash flow models comparing the economic benefits of various tax-efficient succession scenarios.
  • Assessing your readiness. Understanding the value of your business to a potential buyer and your own readiness to exit are essential steps in the transition process.
  • Selling your business. Our process offers detailed cash flow modeling clearly illustrating what it would look like to sell to a strategic buyer, sell to a financial buyer, utilize a dividend recap or sell to an ESOP.
  • Tax strategies. We help you develop tax-efficient strategies for exiting your business, reducing estate tax exposure and transitioning wealth to future generations.
  • Post-exit planning. We can help you develop a tailored plan to transition from a K-1 distribution or salary to living comfortably off your investment income.
  • Personalized portfolio management. We’ll work with you in a one-on-one relationship to design and execute customized investment strategies based on your plan.
  • Legacy and estate planning strategies. We have the experience and the network to help with preserving your assets, reducing estate tax exposure and transitioning wealth to future generations.

Investment management

Trusted strategies that put your best interests first

We pride ourselves on matching your goals and objectives with a highly personalized investment strategy. Accessing an open platform of intellectual capital, we can offer financial solutions from both within and outside of UBS, ensuring we develop customized strategies based on a very detailed analysis.

Investment philosophy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

  • Asset allocation. Through our comprehensive due diligence and planning process, we can craft an asset allocation based on your family’s goals, growth and income needs, and tolerance for risk.
  • Risk management. By listening and aligning with your objectives, we focus on strategies that help mitigate risk and build diversified portfolios.
  • Personalized portfolio management. Many clients prefer to delegate the day-to-day management of their assets. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.
  • Theme-based approach to long-term investing. Backed by the research of UBS and independent analysts, we identify and invest in sectors and companies that are taking advantage of demographic, technological, lifestyle and economic changes. This thematic investing approach to equity investing identifies trends that may drive stock prices over many years.

Liquidity. Longevity. Legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.



Service

Personal attention that builds lasting relationships

Clients know us to be accessible and responsive, always striving to provide the utmost in personalized service. Count on us to be passionately involved at every critical juncture.

Deeper insights. Delivering relevant, pertinent information in the communication style you prefer, we’ll help keep you in the know regarding the most current market, political and thematic points of view from our Chief Investment Office and third-party research.

Timely reviews. We provide comprehensive reviews of your financial plan. This helps ensure that your investments are on track and your retirement benefits, healthcare, insurance and estate documents are maintained and reviewed regularly.

A network of resources. We work closely with all of your trusted advisors. Our approach integrates the best practices and intellectual capital of your accountant, attorney and our extensive network of qualified professionals.



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