At Clelan and Company, we know firsthand the turbulent nature of small business ownership - the upswings and the downdrafts. Many of our clients are so focused on keeping their businesses on course, that their personal goals get ignored. Reaching your financial destination means logging a personalized plan, putting a smart team in place, and ensuring that the vehicle to get you there is fueled and ready. All you should have to do is climb aboard.

Our approach is quite different than that of our competition. No hidden fees. No cookie cutter approaches. And earning your trust is not something we take for granted.

We offer comprehensive planning, personalized attention and strategic advice.  We’re there when you need us.  We’re watching out for your future because sometimes you can’t. We get it.

At Clelan and Company, we’ll take you where you want to go.  You have our word on that.

Doug and Denise Clelan

Meet Doug and Denise