About
Lachlan has worked in finance since 2006, with experience in corporate governance, proxy research, vote management and cloud and digital workflow technology. As a financial advisor, he feels a true sense of purpose helping clients achieve their goals. Lachlan became a wealth advisor at Equius Partners in 2017 and is now part of Wealth Enhancement Group after the firms joined forces in 2023. A fifth-generation native to the city of Marin, California, Lachlan grew up sailing, hiking, wakeboarding and exploring the Bay Area. He also enjoys restoring vintage boats and classic cars.
Education
- BA - Finance and Marketing, Gonzaga University
Resources from Lachlan MacLean
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation