Tom McLean



Retirement Planning, Charitable Planning, Sustainable Investing

Company: Advitica Financial Planning

Certifications: MSFP, CFP®


Phone: 360-292-9314

Tom McLean, MSFP, CFP®


Tom has been interested in financial planning and investing from a young age.  When he was about 10, his grandfather showed him how to read the stock data in the business section of his local newspaper, The Marion Star.  When he was 14, this same grandfather gave him a subscription to the financial magazine, Smart Money, and then just after he graduated from college, he arranged a meeting with his financial advisor to open his first IRA.

Tom McLean​ is the Founder of Advitica Financial Planning, a Fee-Only, fiduciary firm.  He has a master’s degree in Personal Financial Planning, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional​. Tom launched his own firm to provide clients with smart, thoughtful planning to help them simplify their lives, actualize their goals and live with less stress and worry.  He especially enjoys helping people prepare for and plan during their retirement years and create tax efficient charitable giving strategies.  Tom lives in Olympia, Washington with his family and serves clients locally and throughout the country.

In his free time, Tom likes growing things in his garden like Brussels Sprouts, garlic, and Chimayo Peppers.  When he can get away, he loves hiking in the Olympics, and when he gets back to the east coast, the Appalachian Trail, which he thru-hiked in 1999. He also enjoys attending his daughter’s youth orchestra concerts with the Student Orchestras of Greater Olympia.

Location: Olympia, WA and Virtual



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