Wade pfau portfolio

Wade joined McLean in 2013, the same year Investment News named him one of the “20 people expected to shape the financial advisory industry.” Since then, IN has named him to their lists of industry leaders every year, most recently on their list of “Icons & Innovators” of the financial industry in 2016.

He has been recognized with numerous other honors, including sharing the 2012 Academic Thought Leadership award from the Retirement Income Industry Association for his work evaluating outcomes of different retirement strategies.

Working with the advisors at McLean, Wade is able to see his research implemented into practical application through actionable solutions for clients.

Wade is Professor of Retirement Income and Director for the Retirement Income Certified Professional (RICP) designation at The American College in King of Prussia, PA, and he publishes frequently in a wide variety of academic and practitioner research journals.

He is also an active blogger at Retire