Partnering | Planning | Protecting
Knox McLean Self Wealth Management
We are a dedicated team that is passionate about understanding what is most important to clients and partnering with them to design and implement a financial plan. Through a comprehensive planning approach, we help clients achieve their goals, preserve and protect their wealth and leave a legacy.
Knox McLean Self Wealth Management came to life from a conversation David and Matt had while on a Knox family vacation. The Knox family has been in the financial planning business for 3 generations. Both David’s of grandfathers (Ronald F Knox and James Kitchen) worked for Northwestern Mutual. In addition, David’s father Ronald F Knox, Jr, spent 45 years in the financial planning industry. As we considered the future, we decided it was time to expand and strengthen as a team to continue to work with our clients in the future. Each member of our team has specific strengths. We use those collective strengths and focus with one goal in mind – to help our clients reach their goals.
The best part of what we do is the relationships that we develop. We get to see and share in the joys our clients experience when children get married, grandchildren are born, kids and grandkids graduate college and they step confidently into retirement. As a result, we have been fortunate to work and see families through generations and experience along side of them the importance of proactive ongoing planning to navigate changing economic cycles to help achieve financial success.