440 W. Jubal Early Drive Suite 220Winchester, Virginia 22601
16 Gaylord LaneMarlton, NJ 08053
A values-based approach
Our greatest joy is building lasting relationships with our clients. We view our clients as an extension of our family, and believe success demands a deep understanding of cherished dreams and unique needs.
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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!
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.
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.
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.
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:
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.
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.
Schedule an Appointment
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.