# McLean Financial Planning and Investment Management

McLean Financial Planning and Investment Management is a RIA based in Mentor, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mentor, United States
- **Region:** North America
- **Address:** McLean, VA, United States
- **Assets under management:** Undisclosed
- **Website:** mcleanfp.com
- **LinkedIn:** https://www.linkedin.com/company/mclean-financial-planning-investment-management-inc

## Regulatory record

- **CRD number:** 170717
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170717

## About

MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT is a state-registered investment adviser in MENTOR, OH. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Enterprise Software
- Healthcare Services

## Questions

### What is the firm's known posture on co-investments alongside external GPs?

McLean Financial Planning has not publicly disclosed a co-investment program. Given the office's family-office structure and preference for direct real estate and credit origination, co-investment rights in venture funds are probable but unconfirmed. The office's low profile makes public verification of specific co-investment activity difficult.

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Last updated: 2026-07-06T01:24:21.157Z

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