WHO ARE OUR CLIENTS?
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. Our primary clients are middle-income individuals and couples with families. The firm is a registered investment advisor with the Commonwealth of Pennsylvania.
WHAT MAKES US DIFFERENT?
McClarren Financial Advisors, Inc. 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, therefore, we earn no commissions whatsoever.
McClarren Financial Advisors, Inc. 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.
Our approach produces results!
Our approach simplifies and brings order to your financial life and saves 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 for information from NAPFA's (National Association of Personal Financial Advisors) Education Foundation.
WHO WE ARE
Jeffrey McClarren, CFP®, EA, is the founder and owner of McClarren Financial Advisors, Inc. since its 1999 inception. Previously, he worked more than 15 years as an accountant and equity research analyst for a large institutional investment advisor. Jeff previously owned and operated an award-winning income tax preparation business for 17 years. Jeff's Jackson Hewitt tax service offices were awarded the 1999 Pennsylvania Exemplary ERO Award by the Internal Revenue Service. Only one firm is selected for this honor each year.
Jeff's credentials and affiliations include:
- BS degree from The Pennsylvania State University
- Certified Financial Planner™ Practitioner
- NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor
- Founding Member of the Alliance of Comprehensive Planners (ACP)
- Member of the National Association of Tax Practitioners (NATP)
- Member of Financial Planning Association (FPA)
- Enrolled Agent with IRS (EA)