Alison Mcclure

Founder & Wealth Advisor, Ohana Wealth Management

With more than two decades of experience in the financial industry, Alison McClure brings seasoned perspective and steady leadership to individuals and families navigating complex financial decisions. In 2019, she founded Ohana Wealth Management with a clear vision: to provide deeply personal, comprehensive wealth guidance grounded in trust, clarity, and long-term partnership.

Alison’s approach is both strategic and relational. She understands that wealth often carries layers of responsibility — whether built through years of dedication, received through inheritance, or shaped by life transitions. By integrating disciplined investment management with tax-aware planning and long-term strategy, she helps clients align their resources with the life they intend to live and the legacy they intend to leave.

Alison specializes in working with women in transition — including widows, divorcees, single mothers, and women experiencing significant financial change. As a single mother herself, she understands firsthand the importance of financial clarity, independence, and confidence. She is deeply committed to ensuring that women have access to the education, strategic guidance, and thoughtful partnership they deserve — particularly in moments when financial decisions feel overwhelming or unfamiliar.

Her career began at Great Western Bank and progressed from investment assistant to financial advisor in 2004. Over the course of multiple economic cycles and two major recessions, Alison has provided thoughtful, detailed guidance to both individuals and business owners — experience that informs the steady counsel she offers today.

Alison holds Series 7, 65, and 63 registrations, along with a life and health insurance license, and works with clients across multiple states nationwide.

Beyond her professional work, Alison is deeply committed to her community. She is actively involved with Soroptimist International of Capitola By The Sea and Women’s Educational Success, supporting initiatives that advance opportunity and financial independence. She is also a contributing author to the bestselling book Shattering the Silence.

As a mother and business owner, Alison understands firsthand the importance of thoughtful planning, resilience, and legacy. She considers it a privilege to serve as a trusted partner to her clients — guiding them with clarity, integrity, and care.