A complete list of active advisors currently associated with Macaulay & Associates, LLC

Warmer can help you find a great advisor at Macaulay & Associates, LLC or one who fits your needs even better.

Macaulay & Associates serves individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and business entities. The firm offers ongoing wealth management (discretionary and non‑discretionary), standalone financial planning and retirement‑plan consulting for plan sponsors, including engagements under ERISA §3(21) and, when requested, §3(38). The firm’s investment process is primarily long‑term and multi‑disciplinary, with portfolios typically allocated among mutual funds, ETFs, cash and cash equivalents following internal due diligence and regular monitoring for rebalancing, tax harvesting and changes in client objectives. For select clients Macaulay may recommend allocations to unaffiliated independent managers or private/illiquid securities, and it uses a third‑party platform to access and manage participant‑directed (held‑away) retirement accounts. Noteworthy for a firm of this size, Macaulay also operates as a licensed insurance agency and may sell commission‑based insurance products, a practice the brochure discloses as a potential conflict of interest and clarifies is optional for clients. The firm’s disclosures also call out less common services and risks—such as advising on pledged‑asset loans, retaining legacy positions for tax or fit reasons, and providing ERISA fiduciary plan‑sponsor services—alongside its small team and roughly $80M+ in assets under management.

To learn more about the advisors currently working at Macaulay & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.