Our profile

Financial Advisors in Rochester Hills Michigan

At McLellan Financial Services, we believe financial planning is about helping families prepare for the future. As a financial advisory team in Rochester, Michigan, we bring more than 55 years of combined experience helping multiple generations plan for their financial goals. From helping young parents prepare for their children's education to supporting retirees as they plan for the future, we tailor wealth management services to each family's unique journey. 

We serve clients in Rochester, Rochester Hills, Oakland Township, Macomb Township, Troy, Michigan, and nationwide. We provide personalized wealth management, retirement planning, and investment advisory services focused on long-term financial planning.

Deeply committed to our local community, we regularly participate in local events, support small businesses, and volunteer to make our neighborhoods stronger. Our local connection allows us to better understand the financial priorities of families in Southeast Michigan and provide guidance that aligns with their needs.

If you're searching for a financial planner in Rochester, Michigan, or a team that values lasting relationships, we're here to help. At McLellan Financial Services, we're not just financial advisors, we're your neighbors, dedicated to helping you plan for your financial future while supporting the community we call home.

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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Investments
  • Saving for Education
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Charitable Giving Strategies
  • Insurance
  • Tax Planning Strategies
  • Business Retirement Plans
  • Financial Planning for Small Business
  • Family Finances

Awards & recognition

  • McLellan Financial Services, Ameriprise Client Experience Award, 2023-2024

Community participation

Proudly Serving Rochester Hills Families

At McLellan Financial Services, Rochester Hills is the community we proudly call home. We value the strong families, local businesses, and community connections that make this area such a special place to live and grow. As longtime members of the Rochester Hills community, we are committed to helping local families build, preserve, and pass on wealth for future generations. Our mission is rooted in the same values that define this community: trust, integrity, hard work, and long-term commitment. We take pride in serving our neighbors throughout Rochester Hills and the surrounding communities, helping them navigate important financial decisions with personalized guidance and a focus on what matters most.