Macco Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$275,020,176
Clients
317
Advisors
5
of 8 employees
About
Macco Financial Group is a fee-based wealth management firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and trusts. The firm reports managing roughly $278 million for about 317 clients and commonly charges asset-based advisory fees, with a typical minimum relationship size of $250,000 that may be waived in some cases.
The firm’s investment approach centers on customized model portfolios made up primarily of low-cost mutual funds and ETFs and a generally long-term orientation, while also using fundamental and technical analysis and occasional short-term trading for rebalancing or tactical reasons. Macco Financial may supplement in-house strategies with independent managers under ongoing oversight and also implements a range of instruments—including individual equities and bonds, options, CDs, structured products (e.g., structured notes and annuities)—and may retain legacy positions for tax or fit reasons.
What is distinctive about the firm is its small, four-advisor team with multiple advisors holding CFP and CIMA credentials, combined with several disclosed outside business activities and licensed insurance roles. Advisory personnel may implement insurance solutions and receive commissions (the firm also uses an Outsourced Insurance Desk for case design), and some team members are involved in disclosed real‑estate and small-business holdings; the firm also maintains an institutional relationship with Raymond James that provides research, software and operational support.
Client services
Expertise
Fee options
$0+: up to 1.30% annually $0+: total blended fee not to exceed 1.80% annually including Independent Manager fees
Account minimum: $250,000 Fee-only: Financial planning fee for clients with relationship size under $250,000 ranging from $150 to $450 per quarter, paid quarterly in arrears.
Main office
1138 Main Street
Green Bay WI 54301
Advisors at this office
5
Most active in
Florida · Georgia · Michigan · Tennessee · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan R
CFP®
Green Bay, WI
Macco Financial Group, Inc.
Ryan Robillard is a CFP® and financial advisor at Macco Financial Group, Inc. in Green Bay, WI, with one year of industry experience. His prior work includes roles at Aim'n High Silo and the University of Wisconsin-Madison. Macco Financial Group is a fee-based wealth management firm serving individuals, high-net-worth clients, and trusts. The firm utilizes customized model portfolios focused on low-cost mutual funds and ETFs, combining fundamental and technical analysis with occasional short-term trading and independent manager strategies.
Patrick S
CFP®, Series 66
Green Bay, WI
Macco Financial Group, Inc.
Patrick Stoa is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He currently serves at Macco Financial Group, Inc. after spending a decade with Raymond James Financial Services. Outside of his advisory role, he is involved as a business advisor and investor in a local mini golf venture. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios using low-cost mutual funds and ETFs, combined with fundamental and technical analysis, maintaining a primarily long-term investment approach.
Michael M
CFP®, Series 66
Green Bay, WI
Macco Financial Group, Inc.
Michael Macco is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Macco Financial Group, Inc. in Green Bay, WI, where he has worked since 2025 after spending 17 years at Raymond James Financial Services. Outside of advising, he is involved as a business advisor and investor in a local mini golf enterprise. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios with a mix of low-cost mutual funds, ETFs, individual securities, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.
Morgan C
CFP®, Series 66
Green Bay, WI
Macco Financial Group, Inc.
Morgan Cain is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Macco Financial Group, Inc. in Green Bay, WI. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and the United States Marine Corps. Macco Financial Group is a fee-based wealth management firm that provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and trusts. The firm employs customized model portfolios focused on low-cost mutual funds and ETFs, with a combination of fundamental and technical analysis to guide investment decisions.
Andrew F
CFP®, Series 66
Green Bay, WI
Macco Financial Group, Inc.
Andrew Froelich is a CFP® with nine years of industry experience, currently serving as an advisor at Macco Financial Group, Inc. Prior to joining Macco Financial Group, he worked at Raymond James Financial Services from 2016 to 2025. Outside of his advisory role, Froelich is involved as a member of S&E Mini Golf LLC, where he assists with bookkeeping and business operations. Macco Financial Group provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs model portfolios primarily composed of low-cost mutual funds and ETFs, utilizing both fundamental and technical analysis with a long-term orientation while allowing discretion for shorter-term trades.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)