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Clelan Financial Advisors

EST. AUM
$100,000,000

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Firm Details

Metro area Harrisburg
CRD Number
Website clelan.com
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Overview

Clelan and Company, operating as Clelan Financial Advisors, is a fee-based independent financial planning practice headquartered in Camp Hill, Pennsylvania, with over 50 years of advisory history. The firm serves high-net-worth individuals, business owners, and professionals, with a primary focus on comprehensive retirement income planning, estate planning, and customized investment management. Advisory services are provided through Vicus Capital, Inc., a federally registered investment advisor, while securities are offered through Cetera Wealth Services, LLC (FINRA/SIPC member). The practice targets individuals with $500,000 or more in investable assets who are transitioning into or are already in retirement. Clelan and Company is known for a client-centered, relationship-driven approach built on personalized financial strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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