# McClarren Financial Advisors McClarren Financial Advisors is a Bank / Wealth / Trust based in State College, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** State College, United States - **Region:** North America - **Address:** 270 Walker Drive, Suite 200, State College, PA 16801, United States - **Founded:** 1999 - **Assets under management:** Undisclosed - **Website:** www.mcclarren.com - **LinkedIn:** https://www.linkedin.com/company/mcclarren-financial-advisors-inc ## Regulatory record - **CRD number:** 122147 - **SEC file number:** 801-119274 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122147 ## About McClarren Financial Advisors opened in 1999 when founder Jeff McClarren, who had been running a side tax-preparation business while employed at a local investment firm, formally moved his practice out of the back of his tax office. The early days were lean — McClarren drew on personal savings and rented Harrisburg office space by the day to build a client base. The firm joined NAPFA in the early 2000s, becoming the only fee-only advisory firm between Philadelphia and Pittsburgh, and deliberately targeted middle-income households at a time when most independent planners pursued high-net-worth clients. The firm’s standard retainer model, priced between $6,000 and $75,000 annually based on income, net worth and complexity, covers tax preparation, cash-flow budgeting, retirement projections, portfolio construction, estate-planning review, small-business planning and insurance analysis. The practice does not custody assets, earn commissions or sell financial products — investment implementation is directed by client instruction rather than in-house discretion. Clients receive three to four meetings during the initial engagement year and unlimited phone and email access thereafter. The geographic footprint is concentrated in central Pennsylvania, with primary operations in State College and a satellite office in Harrisburg. Daily operations are run by a partnership that includes CFP®-designated advisors Greg Reeder, Brandon Redmond, Josh Purdy and Alexis Cunningham, alongside CFO/CCO Jennifer Anderson. The firm has gradually transitioned from founder-led leadership — Jeff McClarren has stepped back from day-to-day involvement — without instituting an external sale or private equity transaction. A recent addition, Kyle Zentner, joined as a paraplanner in October 2025, signaling modest capacity expansion as retainer agreements grow. McClarren’s architecture stands apart from most RIAs in its refusal to accept asset-based fees. Every client engagement is governed by a flat annual retainer with no linkage to portfolio size — a structure that historically constrained firm revenue but removed the incentive to prioritize accumulation over drawdown strategy. This governance model, combined with the tax-preparation integration embedded in the retainer, makes the practice closer to a multi-year household CFO engagement than a traditional wealth manager. ## Offices - Harrisburg, PA, United States ## People - Greg Reeder — Financial Advisor, Partner - Brandon Redmond — Financial Advisor, Partner - Josh Purdy — Financial Advisor, Partner - Alexis Cunningham — Financial Advisor, Partner - Jennifer Anderson — CFO, Partner ## Questions ### How does McClarren Financial Advisors avoid product-sale conflicts? The firm operates strictly fee-only and does not sell stocks, bonds, mutual funds or insurance. Staff members who hold insurance licenses — Jennifer Anderson and Josh Purdy — maintain them solely as a client resource and do not use them for commissionable sales. Revenue comes entirely from client retainers, a structural choice dating to the firm's 1999 founding. ### Who leads investment and financial planning decisions at the firm? Four CFP®-certified partners function as the firm's lead financial advisors: Greg Reeder, Brandon Redmond, Josh Purdy and Alexis Cunningham. Founder Jeff McClarren has stepped back from day-to-day work. The firm does not employ a standalone chief investment officer — portfolio recommendations are integrated into each advisor's retainer relationship with the client. ### What is the firm's relationship with tax preparation? Tax preparation is included in the standard retainer and has been central to the practice since before the firm's founding — Jeff McClarren operated a separate tax office in the late 1990s. Two advisors, Josh Purdy and Ruby Weidler, hold Enrolled Agent designations from the IRS, allowing them to represent clients before the agency, and the firm's services cover tax planning and audit representation alongside investment and retirement work. ### Does McClarren Financial Advisors serve clients outside of Pennsylvania? The firm is physically concentrated in central Pennsylvania with offices in State College and Harrisburg, and has recently begun serving clients in the St. Marys, PA area. While the website does not explicitly restrict clients by location, in-person meetings are emphasized and remote-first service is not a stated offering. ## Related profiles - [McCay Wealth Advisory](https://altss.com/profile/mccay-wealth-advisory) - [McCormick Foundations](https://altss.com/profile/mccormick-foundations) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/mcclarren-financial-advisors Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology