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Empowering Financial Journeys

Your Path to Holistic Prosperity

We'll look at your whole financial picture to create a cohesive and intuitive strategy.

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Welcome To McLean Advisory Group

Our mission is to empower individuals nearing or in retirement to achieve financial success during this cherished life stage. We also aim to offer families comfort in preserving legacies when loved ones pass away through comprehensive planning. At our core, we believe in accompanying our clients on their unique retirement journeys by offering expertise and a compassionate hand to lean on. We're committed to safeguarding their financial well-being and helping families preserve their legacies.

3D Process

Earning your trust is not something we take lightly. To provide you with the best service possible, it is important for us to demonstrate our genuine care and understanding of your needs and aspirations in life. We follow our 3D Process so that we can gain a true understanding of what is important to you.

Dreams

Financial planning isn't just about numbers – it's about your deepest dreams and aspirations. 


Dollars

Unlock the secret to financial security in your retirement years. Our meticulous analysis and strategic expertise are only part of the story. 


Dynasty

Preserve your legacy and ensure a smooth transition of wealth to your loved ones. It's not just about paperwork – it's about securing your family's future.

What We Help With

We aim to serve as your trusted guide, seeking to understand both your current needs and your future aspirations.

Go-Go Years

Fresh into a new phase of life, you are just starting your adventure into retirement.

Slow-Go Years

You have been comfortably retired for a while and you are still looking forward to the years ahead.

No-Go Years

You have seen it and done it in your retirement, and now you are focusing on your legacy for the next generation.

High-Net-Worth

We have the expertise and knowledge to manage portfolios for our high-net-worth clients.

Veterans Benefits

For those who have served, we guide you through the complexities of your benefits with the support and resources you deserve.

Lifestyle

Work to maintain or strengthen your current financial outlook so you can enjoy what you want to experience in your life.

Client Resource Center

Client Resource Center

Please enjoy our cultivated resources for you to enhance your financial understanding and education.

  • Explore our library of webinars and sharpen your financial insights.

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  • Enjoy our YouTube channel for videos on various relevant financial topics.

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  • Stay up-to-date with relevant current events.

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  • See what people are saying about their experiences.

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Our Team

Meet the professionals who are dedicated to providing you with a holistic experience for your needs.

Donna Clymer

New Business Case Manager

609-489-5200

donna@mtagllc.com

Donna Clymer joined McLean Advisory Group January of 2022, filling the tax coordinator role. Her previous tenure in the corporate world led her to a permanent position with the firm, as New Business Case Manager. Donna holds a bachelor’s degree in Organizational Management with a minor in Business Technology. She moved to Barnegat, NJ from Connecticut in 2019, with her husband, to be closer to their grandkids.

George Kastanis, CFP®

Senior Wealth Advisor

609-489-5200

george@mtagllc.com

George Kastanis found his passion for finance during college and was encouraged by his professors to pursue financial advisement. After starting off with a bigger insurance firm, he quickly realized that being an independent advisor allowed him to better assist his clients.

George has been in the financial services industry since 2009 and joined McLean Advisory Group in 2011. He strives to use a straightforward approach that is easy to understand and implement. George is committed to both personal and professional development and has earned his CFP® certification and his BFA™.

George grew up in the Ocean County area and is a first-generation American. His family, originally from Greece, came to America when he was very young and opened a diner on Long Beach Island. In his spare time, George enjoys traveling, Jet Skiing, snowboarding and reading.

Laura DeFina

Administrative Assistant

609-489-5200

I love that my role allows me to assist others every day. I'm motivated by opportunities to help our senior citizen and veteran clients because I believe they deserve respect for all they've contributed. Previously, I was an EMT and Certified Home Health Aide, which allowed me to pursue my passion for helping people. 

In my role, I embrace opportunities to learn from our clients' wisdom and understand their unique histories. Getting to know clients personally allows me to better understand their unique needs and life stories, which helps me be a more thoughtful and helpful part of their journey. 

When I'm not working, I can always count on my amazing husband and kids to keep me grounded.

Patti Cadigan

Tax and Financial Assistant

609-489-5200

patti@mtagllc.com

I started at McLean Advisory Group in January 2021, joining as data entry staff during tax season. After tax season ended, they asked me to stay on as a tax and financial assistant supporting those departments year-round.

What I enjoy most is meeting clients, getting to know them, and handling any policy or account changes so they don't have to worry. I specialize in paperwork and forms - I love working through the details

I have an associate's degree in liberal arts from Ocean County College. Outside of work, you can find me reading a good book or spending time at my pool in the summertime.

Scott McLean

Owner and Financial Advisor

609-489-5200

scottmclean@mtagllc.com

Since 1983, I have had the honor of being the proud owner of a thriving financial firm. I hold the key honor of guiding my clients toward achieving their financial goals and securing a prosperous retirement.

One of my core beliefs is that knowledge is power, and I am dedicated to empowering both my clients and my staff. I invest in the education and development of my team, ensuring they are equipped with the necessary skills to provide exceptional support and reliable advice to our valued clients. Through this commitment, I foster a dedicated and cohesive team that shares my passion for comprehensive financial care.

Along my journey, the more I delved into the world of finance, the clearer it became that countless individuals were sailing blindly through their financial journey. Ignorance about money matters left them vulnerable to unforeseen pitfalls, setting the stage for potential financial disaster and a disastrous retirement. 

Motivated by this revelation, I embarked on a mission to empower and educate. This journey led me to pen the book "Three Blind Mice: How the Financial Planning Process Leads Your Money to a Mouse Trap”. Throughout my book, I aim to shine a light on the hidden intricacies of finance, excessive fees, and costs to equip readers with the knowledge and tools they need to make informed decisions and navigate the financial landscape with confidence.

I love what I do because it's not just about financial planning – it's about life planning. And that's what I find most enthralling. It is a privilege to guide you through a journey that is as warm and personal as it is financially sound.

As a husband and a father to five wonderful children, I'm also involved in my real estate endeavors. Alongside my family, I find immense joy in owning and operating the NewView Equestrian Center in Southampton, NJ. We're actively involved in competitive jumping events throughout the United States.

While my youthful days were filled with a passion for boating and competing in water skiing competitions these cherished pastimes still hold a special place in my heart today.

My Credentials:

Florida Jr College, Music

Ocean County College, AS 

Nyack College
Life and Health License

Series 65 Certification

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