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Looking to Design and Setup a 401(k) Plan For Your Business?

We can help put the pieces together for you...

Get Help Designing and Implementing a 401(k) Plan For Your Business.

Our Team Will Help You:

✓ Work with an administrator to design your plan.

✓ Pick a recordkeeper to fit your plan.

✓ Build a menu of high quality investments.

✓ Host education and enrollment meetings for your employees.

✓ Provide monitoring reports for your plan and investments.

✓ Help to fulfill your fiduciary duties as a Plan Sponsor.

Get Connected Today With a Professional to Help Setup Your 401(k) Plan.

Get Connected Today With a Professional to Help Setup Your 401(k) Plan.

Why Choose Macedon Financial Management?

At Macedon Financial Management, we help business owners like you unlock the full potential of your 401(k) plans.

Here’s why our clients choose us:

Expertise: We have worked with numerous retirement plans and leverage our experience to help ensure the success and health of your plan.

High-Touch Service: Our boutique service model focuses on operational efficiency while providing exceptional client service and investment management.

Full Support: We assist in selecting a third-party administrator to ensure compliance and smooth plan operations.

Consultative Approach: We offer complimentary consultations to help determine whether a 401(k) plan is the right fit for your business.

Investment Monitoring: We provide quarterly reports to help monitor and assess the quality of investments available to your employees.

Virtual Service: We serve clients across the United States through our Virtual Planning and Conference Call Services.

At Macedon Financial Management, we help business owners like you unlock the full potential of your 401(k) plans.

Here’s why our clients choose us:

Expertise: We have worked with numerous retirement plans and leverage our experience to help ensure the success and health of your plan.

High-Touch Service: Our boutique service model focuses on operational efficiency while providing exceptional client service and investment management.

Full Support: We assist in selecting a third-party administrator to ensure compliance and smooth plan operations.

Consultative Approach: We offer complimentary consultations to help determine whether a 401(k) plan is the right fit for your business.

Investment Monitoring: We provide quarterly reports to help monitor and assess the quality of investments available to your employees.

Virtual Service: We serve clients across the United States through our Virtual Planning and Conference Call Services.

Located In The Heart
of Central florida

Investment Advisory Services are offered through Macedon Financial Management, LLC, a registered investment adviser. This website is for informational purposes only and does not constitute a solicitation or offer to sell investment advisory services. All content is subject to applicable laws and regulations.

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This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Advisor is a registered investment adviser Groveland, Florida. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our firm is registered in the following state: Florida. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. 

For information pertaining to the registration status of Advisor, please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. While the Advisor has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.