A Holistic Partnership
A Name With a Mission
Filan is more than just a name; it represents our commitment to empowering those we serve.
Rooted in our Scottish heritage and inspired by the legacy of St. Fillan, we’ve built a firm focused on the pursuit of wholeness. We bring that same spirit into our client relationships, knowing that when our clients thrive, our communities benefit as well.
Through trusted advice and thoughtful expertise, we’re committed to helping our clients achieve not just financial success, but a sense of balance and fulfillment that ripples outward.
Values That Drive Value
Entrepreneurial Experts
We proactively align with our clients’ vision, seeing the big picture, identifying opportunities, and delivering strategic solutions that go above & beyond.
Future Focused
We embrace change, push the boundaries of what’s possible, and continuously adapt to create a brighter future for our clients and communities.
Agile & Adaptive
As the world evolves, so do we. We readily adapt to meet the needs of both our clients and teams, creating an environment built on trust and agility.
Intentional Impact
We create solutions that drive success for our clients and contribute to the well-being of the communities we serve, making a lasting, positive difference.
Beyond Expectations
For us, financial advisory, transaction advisory & technology enablement aren’t just services or functions; they’re catalysts for lasting change.
We are dynamic, forward-thinking, and entrepreneurial, committed to driving results that transcend the conventional boundaries. We consider ourselves partners – ensuring your success is not just a milestone but a continuous journey.
Lee McClellan - Founder
Filan's Beginnings
Recognizing a gap between what growing firms truly need and what the marketplace was offering, Lee McClellan founded Filan. Focusing on adding value at the intersections of financial advisory, transaction advisory, and technology enablement, Filan combines deep expertise and an entrepreneurial mindset to help businesses grow confidently and sustainably.
A Certified Public Accountant (CPA) with an MBA from the University of Oxford, Saïd Business School, Lee brings years of experience working with some of the world’s largest accounting firms, serving Fortune 500 clients.
Outside of work, Lee is active in his local church and enjoys boating and hiking with his wife and dog.