About McClung Wealth Management…Taking the Worry Out of Your Financial Future Is Our Only Goal

Ryan McClung, CPA/PFS, CFP^®

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Hello, I am Ryan McClung, CPA/PFS, CFP^®, principal of McClung Wealth Management. What separates us from most other financial planners is that we focus on overall wealth preservation, not just the investment portfolio returns. Our goal is to help you keep the money you earn and create a solid foundation from which to build greater wealth. This allows our clients to have financial peace of mind no matter what the economy is doing.

There are cost barriers that have prevented many people from seeking the help of a financial planning professional. Our approach to the process provides middle-income clients access to objective, expert fee-only advice at an affordable flat fee. There are no minimum amounts of assets that are required to be our client.

Before founding McClung Financial Services I spent 12 years in the finance and accounting industry, including CPA experience with a big 5 accounting firm, and several executive level roles in corporate finance and financial planning. I found that I most enjoy the creative part of crafting solutions for each unique financial challenge and to help people reach their financial goals. In addition to being a Certified Public Accountant (licensed in Oregon), The America Institute of Certified Public Accountants recognizes me as a Personal Financial Specialist (PFS). PFS is the only credential issued to recognized financial planners in the industry that requires a fiduciary duty to their clients. There are only about 3,200 PFS designates in United States today.

Memberships and Associations:

NAPFA Registered Financial Advisor. NAPFA(National Association of Personal Financial Advisors) is an organization of fee-only financial advisors.
Member of the Alliance of Cambridge Advisors. This is a network of like-minded fee-only financial planners around the country with whom we share ideas and solutions. We collaborate on new software tool development, share new planning methodology and provide specific planning topic expertise with other members.
Financial Planning Association (FPA).
The American Institute of CPAs (AICPA).
The Oregon Society of CPAs.
The firm McClung Wealth Management is a Registered Investment Advisor with the State of Oregon.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
VValue for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.