A complete list of active advisors currently associated with Macro Wealth Advisors, Inc.

Warmer can help you find a great advisor at Macro Wealth Advisors, Inc. or one who fits your needs even better.

Macro Wealth Advisors provides investment advisory and financial planning primarily to individual clients — including high‑net‑worth individuals — as well as trusts, estates, and retirement plans. Services include third‑party asset manager (TAMP) selection and oversight, model portfolio management (including passive index and a structured‑notes/growth model), and standalone financial planning. The firm commonly implements portfolios through third‑party platforms and model portfolios, acting as an Advisor‑as‑Portfolio‑Manager on Envestnet while using eMoney for planning and account aggregation. Financial planning follows a four‑stage process (discussion, assessment, design, implementation), and the firm monitors liquidity and aggregation of illiquid holdings such as structured notes within client accounts. Notable distinctions include formal affiliations with an independent insurance agency (Macro Wealth Concepts, Inc.) and an affiliated registered investment adviser (Atakoke Wealth LLC), and several representatives are licensed insurance agents who may earn commissions when clients purchase insurance products — a disclosed potential conflict of interest. The firm’s small adviser team and relatively concentrated client base, combined with its explicit structured‑product model offering and reliance on TAMP arrangements, make its business mix unusual compared with many peers.

To learn more about the advisors currently working at Macro Wealth 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.