Logan McLellan, Financial Advisor

At Advisory X, we are more than just a full-service advisory firm—we're your partners in navigating the complexities of individual and business solutions. Our mission resonates deeply: to empower both individuals and enterprises, providing precisely tailored services that not only drive success but also secure futures. ​ Our journey is defined by the union of two formidable entities—a Wealth Management firm and a corporate talent and consulting firm. This amalgamation has birthed a unique vantage point from which we deliver what we call "white glove" services.