McClarren Financial Advisors is a comprehensive, personal financial planning firm. We provide guidance in taxes, investments, goal setting, record keeping, insurance and estate planning. We help you set realistic goals and then provide you with the tools and coaching necessary to achieve them.
Our clients are "real people" with "real world" challenges. We have programs available for clients who want on-going, comprehensive advice, or a more limited engagement.
McClarren Financial Advisors is a fee-only financial advisor. We have no products to sell, only our services. We do not sell stocks, bonds, mutual funds or insurance. We earn no commissions whatsoever, so there are minimal conflicts of interest in seeking your financial well-being.
McClarren Financial Advisors uses a holistic approach to financial planning. We know that decisions you make in one area of your financial life impact the other areas as well. Investment decisions must take into consideration the effect they have on other aspects of our clients' financial lives.
They simplify and bring order to your financial life, save you money on taxes and on investment expenses. Our approach puts proven investment techniques to work to minimize risk and maximize return.
To learn more on what it means to work with a Fiduciary Financial Advisor, please check out the "Focus on Fiduciary" link under Affiliation Links for information from NAPFA's (National Association of Professional Financial Advisors) Education Foundation.
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This site is only intended for clients and interested investors residing in states and countries in which McClarren Financial Advisors (MFA) is qualified to conduct investment advisory services.
MFA is a Pennsylvania registered investment advisor located in State College, PA. MFA may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, MFA's website is limited to the dissemination of general information pertaining to its investment advisory services.
contact MFA at (814) 235-1940 to find out if we may conduct advisory business in
the state or country where you reside. Accordingly, MFA does not, and will not,
effect or attempt to effect transactions in securities, or the rendering of
personalized investment advice for compensation, through this website. Any
subsequent, direct communication with a prospective client shall be conducted by
an MFA representative who is either registered or qualifies for an exemption or
exclusion from registration in the state or country where the prospective client