James G. McClellan CPA

The firm provides financial planning and investment management to individuals, trusts and private foundations, operating as a fee-only, independent advisory practice. It serves a small number of clients and offers both discretionary and non-discretionary management depending on client choice, with active asset management currently conducted on a discretionary basis.

The adviser relies primarily on fundamental security and fund analysis using financial publications, online research, corporate filings and third‑party research, and generally favors a long‑term investment approach while making short‑term recommendations when circumstances warrant. Accounts are typically billed as a percentage of assets under management or, at the client's option in some situations, on an hourly basis, and the firm commonly recommends Charles Schwab as a custodian while allowing clients to choose their broker.

What is distinctive about the firm is its dual role as an established CPA practice alongside its advisory services, with the accounting business occupying a substantial portion of the firm’s work; this combination can lead to blended relationships where accounting clients also become investment clients. The client mix includes charitable organizations (private foundations), which is less common among similar independent advisers, and the firm manages a concentrated pool of discretionary assets across a small client base.