A complete list of active advisors currently associated with MacFarlane Investors

Warmer can help you find a great advisor at MacFarlane Investors or one who fits your needs even better.

Macfarlane Investors provides investment advisory and portfolio management, financial planning, and access to alternative investments for individuals, families, and organizations. The firm states it serves a broad client mix — from lower-income investors and family trusts to business treasury accounts and high-net-worth clients — and does not impose account minimums. The firm’s investment approach emphasizes fundamental research and long-term, buy-and-hold investing, with the option to hold concentrated equity portfolios (typically 10–15 conviction positions) alongside ETFs, fixed income, and limited alternatives. Financial planning is integrated into the portfolio process (including Monte Carlo analysis), the adviser generally manages accounts on a discretionary basis, and the firm may include digital assets when consistent with client objectives. Notable operational features that distinguish the firm include a founder-led model in which the managing member prepares and conducts client reviews, a corporate ownership structure that includes a small ownership stake held by the firm’s early clients, and reliance on third-party platforms for custody and client-facing tools (including an automated custodian and planning software). The firm also documents a formal onboarding process and offers certain volunteer services (such as no-cost tax preparation by the founder to some clients), which are described as ancillary to its advisory services.

To learn more about the advisors currently working at MacFarlane Investors, 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.

You can also browse MacFarlane Investors's office locations.