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Clawson & Pelerin

440 W. Jubal Early Drive Suite 220
Winchester, Virginia 22601

16 Gaylord Lane
Marlton, NJ 08053

(540) 662-4642

833-Pelerin (833-735-3746)

Pursue Financial Independence with Clawson & Pelerin at Waddell & Reed: Your Local Financial Consultants in Winchester VA and Marlton NJ

We believe it’s never too late or too early to manage your finances and get the most out of your hard-earned income. With over 40 years of combined experience, John Clawson & Mesmin Pelerin strive to help clients differentiate their financial futures positively. As financial consultants in Winchester VA and Marlton New Jersey, we can work closely with you and offer personalized financial advice to help you transform your financial future and that of your loved ones. Let’s work on your financial goals today!

Learn about our products and services

Business Financial Planning

Grow your business or practice through financial planning to provide for yourself and employees. Consider an exit strategy for when you are ready to sell or bequeath to others someday.

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Money Management

Make a plan to save and invest and stick to it to help you can enjoy what is important to you. Travel, golf, hobbies, charitable giving, vacations with family... you CAN work and play, too.

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Retirement Planning

Look forward to a more secure and confident retirement. Plan, invest, and save to retire someday, live comfortably and enjoy your golden years. It is never too early (or too late) to invest for retirement.

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We Want To Be Your Planning Partner

We offer financial planning and investment management services to our clients. Using the latest technological platforms combined with human experience and empathy, we create holistic financial plans and individualized investment strategies.

We can help you come up with a sound strategy to obtain college funding for your children, plan for a comfortable retirement, build a portfolio, and more. Take a look at what we can do for you:

  • Individual Retirement Plans
    Let’s talk about a retirement savings vehicles with tax advantages for you, such as Roth, Traditional, and rollover IRAs.

  • Business Retirement Plans
    Take care of your employees with a competitive benefits package that also works for your bottom line.

  • Financial Planning Services
    We can assist you with any financial planning needs, from retirement planning to reviewing your risk management requirements, developing investment strategies, and more.

  • Investments
    Become an educated and savvy investor by understanding the fundamentals of investing and discovering a suitable pace for your long-term financial goals.

  • Advisory Programs
    Take control of your financial future with professional consultants by your side. With John Clawson & Mesmin Pelerin, you can take advantage of our Managed Allocation Portfolio and Strategic Portfolio Allocation Programs to help you set a clear course for your financial journey.

  • Insurance
    There’s so much more to money management than just investing your assets. Find out how to manage risks involved with your wealth plan with professional financial planning in Marlton New Jersey or Winchester Virginia.

  • Education Funding
    If you want to give your children the gift of a secure future – we have numerous education investing options tailor-made for various walks of life.

  • Gifting or Giving Strategies
    Are there any causes that are near and dear to your heart? You can use charitable giving strategies to help maximize your donations or include it in your estate plan.

Pursue Your Goals with Personalized Financial Planning & Investing

We use the latest technological platforms combined with our extensive knowledge and access to a wide range of investment choices to craft comprehensive strategies for our clients. Most importantly, we blend our services with empathy and compassion to come up with individualized investment strategies and holistic financial plans that consider your unique needs and situation.

You don’t have to be extremely wealthy to plan for your financial future. We believe all you need is to make a decision and seek guidance from a financial advisor who genuinely cares.

Whatever matters to you, matters to us.

We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to help make those goals a reality. 

Start today, and let’s start putting your money work for you! Contact Clawson & Pelerin* at 540-662-4642 in the Metro DC, Maryland and Virginia area, or 833-735-3746 in New Jersey. Or use our Online Scheduler to book a Complimentary, No Obligation Consultation.

*Clawson & Pelerin have locations in the city of Winchester in Frederick County, VA and in Marlton, New Jersey and serve as financial advisors to clients in the Mid-Atlantic Region primarily in the states of VA, MD, DC, NC, SC, NJ, PA, and WV.