Eric McClain has held the title Member at Approach Retirement Advisors since November 2012, is a control person of the firm and directly owns between 50% and 75% of it.
Approach Retirement Advisors, LLC is a Birmingham, AL firm with $227M under management, 144 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Eric McClain created the planning and investment management firm Approach Retirement together with Phil Walker. He joined the Navy at 18. Since 2021 he has focused on helping retirees make the most of their time, take care of their families, and plan their futures.
Eric McClain’s longest registration is the current one, 13 years at Approach Retirement Advisors since 2013. Before joining Approach Retirement Advisors in 2013, Eric McClain was registered through Wesban Financial Consultants, P.C.
- – present · 13 yearsBirmingham, AL · Adviser representative · Firm CRD 166221
- Wesban Financial Consultants, P.C.– · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 110531
Professional designations
Listed by Approach Retirement Advisors
- CFP®
Investment adviser representative registrations
Eric McClain is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2013; the most recent is Texas, in April 2015.
- AlabamaSince 28 January 2013
- GeorgiaSince 4 February 2013
- TexasResidentSince 7 April 2015
Examinations
No examinations are on Eric McClain’s record.
- Full name
- Eric Jason McClain
- CRD
- 5500918
- Firm
- Approach Retirement Advisors · CRD 166221
- Role
- Member
- Office
- 3928 CYPRESS DRIVE, SUITE 150, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- approachretirement.com
Where does Eric McClain work?
Eric McClain has held the title Member at Approach Retirement Advisors, LLC since November 2012, and is a control person of the firm.
Is Eric McClain a financial advisor?
Yes. Eric McClain has a current investment-adviser registration in Alabama, Georgia and Texas, through Approach Retirement Advisors since January 2013.
How many years of experience does Eric McClain have?
Eric McClain has 16 years in the financial industry, since February 2010, across 2 adviser firms.
Where is Eric McClain based?
Eric McClain’s registered office is in Birmingham, AL.
Is Eric McClain registered with FINRA?
No. Eric McClain has no current broker registration.
Is Eric McClain a CFP?
Approach Retirement Advisors lists Eric McClain with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Eric McClain’s record?
Search CRD 5500918 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric McClain’s full registration record.
