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Our Services
Boutique investment management, retirement planning, with a focus on high-touch client service.
Investment Management
Boutique investment management through a proprietary technical analysis strategy or utilizing Modern Portfolio Theory.
Retirement Planning
Comprehensive retirement planning covering investment management, income planning, estate planning, insurance planning, and generational wealth planning.
Retirement Business plans
High-touch service model, employee education presentations, and investment selection methodology for 401(k) plans and cash balance plans.
Why Choose Us
High-touch service model
A short description of the benefit.
Transparet Fee-Based Strategies
A short description of the benefit.
Fiduciary for fee-based accounts
A short description of the benefit.
Technical & Diversified Strategies
A short description of the benefit.
About Macedon
Our financial advising company was founded on the principle of providing a higher level of service and a more personalized approach to portfolio management. Our story began when we left a big named broker dealer in pursuit of a better way to serve our clients. We wanted to create an environment where the focus was on our clients and their financial goals, rather than on us and our interests. By offering an open architecture portfolio management strategy, we are able to provide our clients with access to a wide range of investment options that are tailored to their unique needs and objectives. At our firm, we believe that our clients are the true drivers of the story, and we are committed to helping them achieve financial success and security.
When you call, your advisor answers.
We understand that financial planning can be overwhelming, which is why we ensure that when clients call us, they speak directly with an advisor who is dedicated to providing the highest level of service and expertise.
Visit Us In The Heart of Downtown Orlando
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111 North Orange Avenue, Suite 1000,
Orlando, Florida, 32801
Securities offered through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) or Global Assets Advisory LLC (“GAA”) –SEC RIA. Macedon Financial Management, LLC is unaffiliated with IAA, IAIM, and GAA.
Macedon Financial Management, LLC may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.