Clelan and Company

Clelan and Company Financial advisors helping individuals and companies reach their financial destinations with a unique and individualized plan.

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.

Your ideal retirement may differ from reality, but we can work together to better align the two.
09/09/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
09/07/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

College, kids and costs.
09/04/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

Concerned about identity theft? Some things to leave at home.
09/02/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

A home is the single largest financial commitment for most people. What mortgage fits you best?
08/31/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
08/28/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
08/26/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Social Security: Retirement's main source of income or monthly bonus? You decide.
08/24/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Learn the language of life insurance.
08/21/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/19/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Address

210 Grandview Avenue, Suite 101
Camp Hill, PA
17011

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17177614633

Website

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