A complete list of active advisors currently associated with Macro Advisors, Inc.
Warmer can help you find a great advisor at Macro Advisors, Inc. or one who fits your needs even better.
Macro Advisors, Inc. provides investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charities, and other business entities, managing roughly $371 million for about 669 clients through a team of nine advisors. The firm offers discretionary and non‑discretionary portfolio management, modular financial planning, and retirement plan advisory and consulting services. Macro Advisors customizes portfolios using proprietary model allocations that combine equities, hedging strategies, and fixed‑income securities, and it may recommend or engage third‑party money managers to implement parts of a client’s strategy; portfolios are monitored and rebalanced at least quarterly. The firm's investment process draws on modern portfolio theory, fundamental and technical analysis, and it discloses the use of option writing and structured products as part of hedging and tactical strategies, with associated risk considerations. Noteworthy for a firm of its size, Macro Advisors is also licensed as an insurance agency and discloses that its investment personnel are licensed insurance agents who may receive commission‑based compensation and referral fees from insurers (including Hazleton Insurance Alliance, Shupp Wealth Management Services, and M. Wade Cornett LLC), separate from advisory fees. The brochure also highlights the firm’s willingness to act in ERISA fiduciary roles (including Section 3(21) and 3(38) services) and its explicit use and monitoring of derivatives and option strategies within managed accounts.
To learn more about the advisors currently working at Macro Advisors, 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.
You can also browse Macro Advisors, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
York, PA
| 31
| |
York, PA
| 24
| |
York, PA
| 37
| |
York, PA
| 7
| |
York, PA
| 10
| |
Little River, SC
| 19
| |
Farmington, CT
| 10
| |
York, PA
| 19
| |
York, PA
| 30
|
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.
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
© 2026 Warmer Holdings Inc. (“Warmer”)