A complete list of active advisors currently associated with Macmillan Financial LLC

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

MacMillan Financial provides investment advisory and financial planning services to individuals as well as institutional clients such as pension plans, businesses, charities, and trusts and estates. The firm offers hourly financial planning consultations and manages client accounts, and it may select and monitor other New Jersey-registered money managers on a client’s behalf. The brochure describes a fundamental, research-driven approach that emphasizes long-term investing while permitting short-term trades when appropriate; discretionary authority is limited to buying and selling publicly traded stocks, bonds, mutual funds and government securities and does not include authority to withdraw client funds. The firm reviews managed accounts monthly and financial planning engagements annually, and relies on public sources and third-party research for investment decisions. Compared with many peers, the firm’s client mix and reported data indicate it does not appear to serve non–high-net-worth individual clients, and it works with a relatively broad set of institutional and trust clients for a small advisory practice. The firm also discloses that it may receive a portion of fees from third-party money managers it selects for clients, does not prepare regular in‑house account reports, and states it does not earn sales commissions or pay external referral fees.

To learn more about the advisors currently working at Macmillan Financial 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.