A complete list of active advisors currently associated with Makke Financial Advisory Group

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

Macke Financial Advisory Group works with individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans, offering discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting. The firm manages approximately $175.7 million for about 130 clients and operates with a two-advisor support model. The firm begins engagements with an initial comprehensive financial plan, implements asset allocations across individual equities, mutual funds, ETFs, bonds and cash, and provides ongoing monitoring and periodic reviews tailored to client needs. It may allocate to unaffiliated independent managers and private funds, can incorporate cryptocurrency exposure through exchange-traded structures or specialist managers, and uses technology tools (including AI) to support research and portfolio oversight while generally favoring long-term purchases with selective short-term trading. Noteworthy divergences from many peers include the firm’s documented use of borrowing and securities-based loans and its employment of derivatives and options strategies (covered call writing, long puts and similar techniques) in client accounts—practices the brochure highlights as carrying distinct risks and potential conflicts of interest. The firm also offers a Greater Gifts Family Office program that provides access to third‑party lifestyle, health and well-being services, with program costs covered for investment management clients, a service set that is atypical for firms of this size.

To learn more about the advisors currently working at Makke Financial Advisory 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.