Mcclarren Financial Advisors

Retirement Plan Advisor

State College, PA

About Mcclarren Financial Advisors

<p>Fee-only planning is the point at McClarren Financial Advisors, a State College-based firm serving central Pennsylvania, including the Harrisburg area.</p> <p>The firm works with individuals and families on personal financial planning topics such as taxes, investments, goal setting, record keeping, insurance, and estate planning. McClarren Financial Advisors also supports workplace retirement plans as a <a href="/plan-advisors">plan advisor</a>, offering both 3(21) fiduciary co-fiduciary services and 3(38) investment manager services.</p> <p>As of 2026, the firm reports $0.4B in assets under management. A clear differentiator is its independent, fee-only structure: it sells no products and earns no commissions, so advice is not tied to product sales.</p> <ul> <li>Headquarters: State College, Pennsylvania (central PA)</li> <li>Service area includes the Harrisburg metro</li> <li>Fee-only, independent advisory firm (no commissions, no product sales)</li> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>Personal planning help across taxes, investments, insurance, and estate planning</li> </ul>

Website: https://mcclarren.com

Office Locations

  • State College, PA (Headquarters)

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $417.0M

Team Members

  • Jennifer Anderson, CFO, Partner
  • Brandon Redmond, Financial Advisor, Partner
  • Josh Purdy, Financial Advisor, Partner
  • Greg Reeder, Financial Advisor/ Partner

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