Experience Makes all the difference

Our team brings together the vast resources and global perspective of UBS, one of the largest wealth managers in the world. As creative thinkers and innovators who can drive real change, we deliver beyond the expected, helping you explore every opportunity and meet each challenge with the least possible risk. Our team of professionals is comfortable with complexity and can help you make wise financial decisions that are aligned with your objectives and values.

Benjamin P. Archer, CPWA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
610-832-3055

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Ben partnered with Bob McLean to form The McLean Group in 1997. Together, they set their plan and cultivated a team with investment management, financial planning and global wealth management capabilities to meet the needs of select clients. Ben and his team of professionals have grown their business and evolved their delivery model to focus specifically on serving the complex challenges of ultra-high net worth individuals and families. Ben’s commitment to his clients has been recognized on a local and national level. He was named to the Top 400 Advisor list by the Financial Times in 2015 and 2016. In 2018 and 2019, he was named a Forbes Best-in-State Advisor in Pennsylvania.

As a Certified Private Wealth Advisor® (CPWA®) professional and Senior Portfolio Manager, Ben regularly draws on his advanced knowledge of wealth management topics such as portfolio strategies, wealth transfer, family dynamics, and closely-held business ownership. He believes that in-depth planning, rigorous financial management, and continual evaluation can help clients in the pursuit of their goals and aspirations.

A graduate of Villanova University, Ben earned a B.A. in Business Administration. He obtained Series 7, 63 and 65 securities licenses, as well as his life insurance license. Ben is a member of St. Thomas’ Church, Whitemarsh, where he is the chair of the Endowment Committee. He also serves on the Investment Committee and Board of Trustees at Germantown Academy. He and his wife, Laura, live in Flourtown, PA with their three daughters.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA


Matthew Laberee Lang, CFP®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
610-832-3056

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Matt joined the McLean Group in 2014. As a CERTIFIED FINANCIAL PLANNER™ professional, he focuses primarily on holistic wealth management advice that includes comprehensive financial planning. He helps clients build a financial road map for their assets and liabilities and design an investment strategy that is aligned with their goals.

Having grown up in a family business environment—especially one that has been in his family for more than a hundred years—Matt is equipped to address the planning needs of closely held business owners. He has earned the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed exit planning platform available. As a CEPA, Matt focuses on cross-functional consulting and value acceleration, and belongs to a multi-disciplinary network of high caliber advisors in our area and across the globe.

Matt has developed a specialty in servicing the needs of closely-held business owners. He is actively engaged in the exit/succession planning community. Matt is a founding member and current President of the Exit Planning Institute's Greater Philadelphia Chapter.

As a portfolio manager, Matt helps manage clients' accounts and assists the team with investment research. Matt is FINRA-registered and holds the Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Matt graduated from Dickinson College where he earned a B.A. in international business and management.

A Delaware native, Matt is a member of both the Board of Trustees and the Alumni Board at the Wilmington Friends School in Delaware. In his spare time, he enjoys playing squash, golf and traveling. Matt currently lives in Erdenheim, PA with his wife, Liz, and son, Grant.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA


Robert McLean

Senior Vice President - Wealth Management

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Bob McLean retired in October of 2019 after spending 40 years in the investment industry helping clients create, grow and preserve wealth.  He worked for one firm his entire career, though the name changed due to a series of acquisitions - Kidder Peabody, Paine Webber, and finally UBS.

Ben Archer interned for Bob at Paine Webber.  Shortly after Ben graduated from Villanova University in 1997 they formed The McLean Group and went on to work together for twenty-two years, building a multi-faceted 6-person wealth management team.

Everyone on our team is grateful for the opportunity to have worked with and learned from Bob McLean. He has been a mentor to all of us, instilling the virtues of hard work, loyalty, and a client-first mentality. Bob left an imprint on our team that will last forever. We enjoy speaking with him regularly and are thankful to still have "access" to his human and intellectual capital. 


Lorraine Mary Jane Geraghty

Client Service Associate
610-832-3054

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Born in London, England, Lorraine has more than 18 years of financial services industry experience. She has worked at Merrill Lynch and HighTower Advisors. As a Senior Registered Client Service Associate, Lorraine gets to know each of the team’s clients and their families and enjoys helping with a wide range of requests. She is specifically responsible for overseeing all administrative and service-related matters.

Lorraine earned and maintains Series 7 and 66 securities licenses and attended Bromley College of Technology in London, England. She and her husband, Mike, live with their son, Michael Jr., in Broomall, PA. A fan of Formula One Racing, she also enjoys soccer, traveling and movies.


Registered States:
CA, CT, FL, MA, NJ, NY, PA, SC


Carly Jordan

Client Service Associate
610-832-3020

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Carly joined the McLean Group in 2018 following a tenure at Toll Brothers where she was a mortgage loan originator with six years of prior financial services experience. As a Registered Client Service Associate, Carly supports the team's clients in all administrative, operational and service matters. In addition to these efforts, Carly manages the team's calendar, coordinates client events, and assists Matt with all matters related to the Exit Planning Institute's Greater Philadelphia Chapter.

Carly holds her Series 7 and 66 securities licenses. She attended the Pennsylvania State University for her undergraduate studies and continues graduate studies at Drexel University. Along with her persistent quest for knowledge, Carly is an avid outdoors fan and can often be found hiking in the Pinelands with her husband, two step-children, and their dogs near her New Jersey home.


Registered States:
CT, FL, MD, NJ, NY, PA