Douglas and Denise Clelan founded Clelan and Company in 1989. The Clelan team expanded the practice in 2018, with the addition of Andrew Kern, who is now co-owner of the firm. Doug and Andrew have 70 years combined experience helping highly successful individuals and companies build, manage, and conserve net worth. Celebrating more than 35 years in business, they have succeeded in developing a sol
id reputation in the industry and among their impressive roster of clients. Doug and Andrew’s experience covers the realm of investment management, executive compensation arrangements, business succession planning, estate planning, and insurance planning. Clelan and Company’s mission is to significantly improve the long-term financial well-being of highly successful business owners and professionals through an integration of their personal and business assets…while respecting their unique issues, their dynamic and demanding lives, and their personal philosophies. At Clelan and Company, we understand your desire for objectivity and for recommendations that serve your best interest, not ours. Unlike the majority of financial institutions vying for your business, Clelan and Company offers no proprietary products or services. We are independent and therefore free to make objective recommendations that will best serve your personal needs. Clelan and Company doesn’t just talk about client service… we live it. At every level of contact with our firm, you can expect personal, impeccable, and prompt attention. The focus of Clelan and Company team members is always on you.
