Clelan and Company
Over the last 30 years, the advisors of Clelan and Company have supported their clients through bull and bear markets, and helped navigate them through recessions and periods of economic growth and prosperity. Today is no different, and PNA is proud to partner with the team behind Clelan and Company.
With a combined 70 years of experience helping highly successful individuals and companies build, manage, and conserve net worth, the financial advisors of Clelan and Company are experts in the realms of investment management, qualified retirement plan design and implementation, executive compensation arrangements, business succession planning, estate planning and insurance planning.
They opened their doors 35 years ago and were one of the first wealth advisory practices in central Pennsylvania to offer independent financial planning and investment management services. Clelan and Company offers no proprietary products or services. Instead, their independence guarantees that recommendations are being made objectively and always with their clients’ best interests in mind.
“Clelan and Company has partnered with PNA and MANSI Media for over two decades,” said Co-owner Andrew Kern. “It has been our privilege to serve such an important advocate for print and digital journalism where our values – honesty, integrity and fairness – are aligned.”
The practice was founded—and has flourished—because of its alignment and commitment to personal freedoms, authentic relationships, honesty, integrity, and service. At its core, the team behind Clelan and Company wants to see people succeed in life without the constraints or burdens related to the worries of personal finance. They believe financial freedom, especially during retirement, is priceless.