David McClellan

David McClellan

Partner, Forum Financial Management

David McClellan is a partner with Forum Financial Management, LP, a Registered Investment Adviser that manages more than $7 billion in client assets. He is also VP and Head of Wealth Management Solutions at AiVante, a technology company that uses artificial intelligence to predict lifetime medical expenses. Previously David spent nearly 15 years in executive roles with Morningstar (where he designed retirement income planning software) and Pershing.  

David is based in Austin, Texas, but works with clients nationwide. His practice focuses on financial life coaching and retirement planning. He frequently helps clients assess and defuse retirement tax bombs.  

Phone: 312.933.8823 | Email: dmcclellan@forumfin.com | Website: www.forumfinancial.com/profile/david-mcclellan/ (opens in new tab) | LinkedIn: www.linkedin.com/in/davidmcclellan/ (opens in new tab)

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