Michael’s Approach
Michael B. McGean
M.Ed.
Financial Advisor
Overview
Michael “Mike” McGean is a financial advisor in our Woburn and Westwood, Massachusetts, offices. He works with pre-retirees, retirees, and professionals to help align their investments, retirement income strategies, tax planning, and long-term financial goals through comprehensive wealth management.
Before becoming a financial advisor, Mike served as an associate advisor at Savant, where he supported three wealth management teams by delivering financial planning analysis, coordinating client communications, preparing recommendations, and assisting with ongoing relationship management. He also previously worked at Heritage Financial Services and joined Savant in 2026 when Heritage joined the firm.
Mike earned a bachelor’s degree in economics from Middlebury College in Vermont and a Master of Education (M.Ed.) from Harvard University.
A competitive pool and open-water swimmer, Mike trains and competes with the Boston University Masters Swim Team. He lives in Cambridge, Massachusetts, with his wife, Dr. Maggie McGean, a pediatrician, and their son, Russell.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Middlebury College
Bachelor of Arts in Economics - Harvard University
Master of Education (M.Ed.)
Professional Designations
- M.Ed.
Affiliations
- Boston University Masters Swim Team – participant
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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