A complete list of active advisors currently associated with MACC IV Group

Warmer can help you find a great advisor at MACC IV Group or one who fits your needs even better.

MACC IV Group is a small, owner-operated wealth management firm that manages about $41.2 million in discretionary assets for individuals and trusts and provides portfolio management, retirement and investment planning. The firm also offers free review, selection and ongoing rebalancing of employer-qualified retirement plans and facilitates estate planning document preparation through a third‑party technology platform (Wealth, Inc.), with attorney consultations available separately. The firm’s investment philosophy centers on strategic asset allocation across equities, fixed income, and cash equivalents and implementation primarily through mutual funds that are routinely reviewed for performance and turnover. MACC IV Group typically manages client accounts on a discretionary basis, tailors portfolios to client goals and risk tolerance, permits client-imposed security restrictions, and may use margin only with client consent. Notable features for a firm of this size include no stated account minimums, explicit free support for employer retirement plan selection and rebalancing, and a technology-enabled estate planning option rather than in‑house legal services. The firm custodians assets at Altruist, maintains a written Code of Ethics and proxy‑voting policy, and discloses that its custody arises from authority to deduct advisory fees.

To learn more about the advisors currently working at MACC IV Group, 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.

Name	Location	Years of experience
Rodney Mckinnis	Chandler, AZ	21

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