

Martin McClellan
Managing Partner
Legacy Wealth Planning LLC
United States, Nevada, Reno
About Me
Raised in Reno from age 10, Martin earned his Bachelors in Business Administration from UNR in 1987. In 1989 Dean Witter Financial invited him to become a Financial Advisor. Partnering with his father, Dale (1935-2000) in 1996, they built a practice based upon doing the right things for their clients and focusing upon a client’s specific financial needs. With an efficient financial planning model focused upon client service, asset allocation and client risk assessment in 2006, Martin, along with three of his established and veteran partners, opened Legacy Wealth Planning. Martin frequently shares that this was, “one of my top five life’s decisions I had ever made”.
Profile Information
Managing Partner
Legacy Wealth Planning LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Reno
Nevada
United States
May 15, 2024
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