- Financial Planning
- Retirement Income Planning
- Topic of the book – Your Retirement Smile: The Treatment Plan for Pay Cut Prevention in Your Golden Years
- Retirement Income Planning Without Taking a Pay-cut
- Investing with Confidence
- Debt reduction
- Efficient Financial Planning: Acceleration vs. Accumulation
- The Exponential Curve of Life: Understanding Wealth Erosion
Mart McClellan brings a unique perspective to the financial advisory profession because he is not only a financial advisor, but also a practicing orthodontist. His company, Macro Wealth Management, is the only advisory firm in the country with a health professional on-board and uses an evidence-based planning system for his clients. Trust is an integral piece of the planning process and this is doctor/advisor connection is a differentiator in the healthcare space.
He received his dental degree from Northwestern University and did his orthodontic residency at the University of Michigan. His undergraduate degree was procured at DePauw University where he discovered dentistry while on mission trips to Kenya, Guatemala, and the Amazon Rain Forest in Peru.
After having a number of financial advisors, he was referred to Tim Streid by a fellow dental school classmate where he was introduced to the unique, holistic model that they use to this day. The model worked so well for Mart and his family that he wanted to get this information out to the health professions because they are not taught this in dental school. So, Tim and Mart partnered up in 2004 and started Macro Wealth Management.
Mart is President of Macro Wealth Management, a Registered Investment Advisor (RIA), and is registered in multiple states in the area of securities and life and disability insurance. Tim and Mart have lectured nationally and internationally to large and small groups. They always welcome the opportunity to speak with any size group in the future.
Mart lives in Lake Forest, Illinois with his wife, Lindsey. They have two children, Riese and Flynn, and a BIG dog named Bruno. He enjoys golf, travel, basketball, fishing, boating, reading, and spending time with his family at his log cabin in Wisconsin.