A complete list of active advisors currently associated with Makenna & Company, Inc.

Warmer can help you find a great advisor at Makenna & Company, Inc. or one who fits your needs even better.

The firm provides discretionary investment management, written financial planning, and manager search and monitoring services to individuals, families, trusts, estates and family retirement plans. It develops a client-specific investment policy through personal interviews and implements portfolios on behalf of clients. Portfolios are built from no‑load and load‑waived mutual funds, exchange‑traded funds and separately managed accounts, using a mix of active and passive strategies; fund selection is based on factors such as performance history, manager tenure, expense ratios and sector characteristics. The adviser generally manages accounts on a discretionary basis, permits reasonable client restrictions, and does not employ margin transactions. Noteworthy for its space, the firm operates as a solo, owner‑managed adviser with a very small client roster and asset base, which can result in a concentrated, hands‑on service model compared with larger peers. It requires clients to direct custody and trading through a single custodian (Charles Schwab’s institutional platform), does not vote client proxies, and has no other industry affiliations.

To learn more about the advisors currently working at Makenna & Company, 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.

Name	Location	Years of experience
Makenna Flagg	Darien, CT	43

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