Our Story

At the core of our approach is a commitment to building long-term relationships based on trust and mutual respect. We understand that investing is a deeply personal process, and we take the time to understand each client’s unique needs and goals.

Our team primarily utilizes a risk-on, risk-off strategy in combination with modern portfolio theory to help our clients achieve their investment objectives while minimizing risk. With extensive expertise in retirement plans, including 401(k) and cash balance plans, we are dedicated to providing the highest level of service and support. Our advisory fees are transparent.

Our emphasis on long-term relationships and personalized service sets us apart, and we are committed to helping our clients achieve their financial goals at every stage of their lives.

Our Mission

Our mission is to provide our clients with unwavering commitment, exceptional service, and a deep dedication to the markets. We believe that building strong, long-term relationships with our clients is crucial in delivering personalized investment solutions that align with their unique needs and goals. With a comprehensive understanding of the markets and retirement planning, we are dedicated to implementing our investment strategies, including risk-on, risk-off portfolios and modern portfolio theory, to help our clients achieve their financial objectives.

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.

Contact us

Located In The Heart
of Central florida

  • Office Address:
    3501, Lazy Lane, Groveland, Florida 34736
  • Contact:
    Phone: (321) 947 8218
    Fax: 407-386-9090
    Email: Alexander@MacedonFinancial.com
  • Office Hours:
    Monday - Friday:
  • 7:00AM - 5:00PM

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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BROKERCHECK LINK

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.