A complete list of active advisors currently associated with Macedon Financial Management, LLC

Warmer can help you find a great advisor at Macedon Financial Management, LLC or one who fits your needs even better.

Macedon Financial Management is an independent, single‑advisor registered investment adviser that provides ongoing portfolio management and pension consulting to high‑net‑worth individuals, pension and profit‑sharing plans (including 401(k) plans), and business entities. The firm also offers insurance products and annuities through its adviser’s licensing and may receive compensation from those sales, which it discloses in client files. The firm documents client objectives in an Investment Policy Statement, generally seeks discretionary trading authority, and conducts regular portfolio monitoring. Its investment process draws on multiple analysis methods — including charting, fundamental, quantitative, and modern portfolio theory — and employs both long‑ and short‑term trading while focusing on mutual funds, ETFs, fixed income, REITs, TIPS and insurance‑linked investments. Notable for a firm of its size, Macedon combines institutional services (pension consulting and management for plan sponsors) with HNW individual and corporate work, a mix that is less common among solo independent advisers. The brochure also discloses the adviser’s outside broker‑dealer and insurance activities and describes policies to document and manage related conflicts, and the firm requires custody through Schwab Institutional, which provides institutional trading and research access.

To learn more about the advisors currently working at Macedon Financial Management, 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.

Name	Location	Years of experience
Alexander King	Groveland, FL	9

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support