A complete list of active advisors currently associated with Macco Financial Group, Inc.

Warmer can help you find a great advisor at Macco Financial Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Macco Financial Group, Inc., 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.