Our Services

At Macedon Financial Management, we provide a comprehensive range of services to meet the diverse needs of our clients. Our personalized investment management solutions are designed to align with your unique goals and circumstances, ensuring a tailored approach to building your portfolio. We pride ourselves on delivering high-touch client service and maintaining open, transparent communication, so you’re always informed and confident about your investments.

For business owners, we specialize in optimizing 401(k) and cash balance plans, helping you maximize retirement savings potential while streamlining administrative complexities. At the heart of what we do is a commitment to building and preserving your wealth—today and for generations to come.

Technical Management

Custom long-term management strategy utilizing the S&P 500 and moving averages.

Business Retirement Plans

High-level consultation, implementation, and review of 401(k) and Cash Balance Plans.

High-touch
Client Service

Direct access to your financial advisor.

Diversified
Portfolios

A buy and hold portfolio strategy utilizing Modern Portfolio Theory and tactical rebalancing changes.

Retirement Planning

Comprehensive retirement planning with a focus on your individual needs.

On-Going Service

Review your plan frequently with your advisor to ensure that your track to retirement will be met.

Service & Expertise

At Macedon Financial Management, we prioritize meeting the unique needs of our clients. We understand the dedication it takes to build your wealth, which is why our investment portfolios are carefully customized to align with your specific goals and circumstances. Our primary focus is to help you grow and preserve your wealth while offering support and guidance throughout your retirement journey.

FAQ

Where will my investments be held?

We custody fee-based clients assets on the Charles Schwab Institutional Services platform. 401(k) Plans may be custodied at a separate Recordkeeper.

What are type of fees will I be paying?

We charge annual management fees of up to 1.50% based on invested assets.

What 401(k) services are provided?

We believe that ongoing support is critical to ensuring the success of your retirement plan, which is why we offer regular annual and semi-annual reviews. Our team also provides educational meetings to ensure that your employees are well-informed about their retirement plan options. For new employees, we will guide them through the setup process with the 401(k) recordkeeper to ensure a smooth transition. Additionally, we benchmark your plan every three years to verify that the fees and services you receive are reasonable and aligned with industry standards. Our commitment to maintaining a high level of service and support for your retirement plan is unwavering, and we are always looking for ways to improve and enhance our offerings.

How do you manage portfolios?

Our investment management approach is tailored to each client’s unique needs and suitability, and we offer two distinct portfolio management options. The first is our proprietary risk on risk off equity exposure model, designed to potentially mitigate equity risk over the long-term. The second option is a buy-and-hold Modern Portfolio strategy that emphasizes diversification and the selection of high-quality funds. Our team provides ongoing advice to ensure your portfolio remains aligned with your goals and objectives. With both options, our priority is to help you achieve your investment objectives while minimizing risk and maximizing returns.

Is the portfolio management in-house?

At our firm, we offer a range of portfolio management options tailored to meet our clients’ unique needs. Our in-house team utilizes our proprietary risk on risk off model or Modern Portfolio Theory, emphasizing long-term diversification and rebalancing strategies. However, we also recognize that third-party managers may be a better fit for some clients and have established relationships with trusted providers. We prioritize ensuring that our clients’ portfolios are aligned with their goals and risk tolerance, and our team is committed to delivering the highest level of service and support to help our clients achieve their investment objectives.

How much does a portfolio or business retirement plan consultation cost?

We believe that every client should have access to a consultation without any obligation or cost. Whether you’re interested in discussing your portfolio or business retirement plan, our team is here to help. If you choose to work with us as your financial advisor, our fees are transparent and based on your individual needs and total investable assets. Our goal is to provide exceptional value and service to our clients, and our fee structure reflects this commitment to transparency and fairness.

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.

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.

SIPC.ORG & FINRA.ORG

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.

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