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Alexander King

Advisor at Macedon Financial Management, LLC

Updated today
Macedon Financial Management, LLC logo

Firm

Macedon Financial Management, LLC

Location

Groveland, FL

Credentials

Series 63, Series 66

Industry experience

8 years

About

Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Client services

Based on Macedon Financial Management, LLC

Portfolio management Pension consulting

Expertise

Based on Macedon Financial Management, LLC

Annuities Real estate investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Macedon Financial Management, LLC

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001+: 1.00%

Location

Groveland, FL

Most active in

Florida

Work history

Macedon Financial Management, LLC

2024 - Present (2 years)

International Assets Investment Management, LLC

2023 - 2025 (2 years)

Global Assets Advisory, LLC

2023 - 2025 (2 years)

Raymond James Financial Services, inc.

2018 - 2023 (5 years)

Gaming Made Great, LLC

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy C

CFP®, Series 63, Series 65

Winter Garden, FL

Core Wealth Consultants, LLC

Active portfolio management Real estate investing

Alex A

CFP®

Montverde, FL

Paradox Financial LLC

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Douglas H

Series 63, Series 65

Clermont, FL

Pine to Palm Financial, LLC

General retirement planning Income planning
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Christopher B

CFP®, Series 63, Series 65

Clermont, FL

Ballard Wealth Management LLC

Cash flow / budgeting

Kyle N

CFP®, CRPC®

Winter Garden, FL

Newell Wealth Management, LLC

I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve. Clients usually come to me needing help answering questions on their mind. Some of the top questions are: • Am I on track? • Am I doing the right things? • Am I missing anything? I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients: • Near retirees looking to retire before 65 • Disney executives and cast members • Academics that work for the State of Florida system In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year. Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

Retirement income strategy General retirement planning Executive Educators, Teachers, and Academics Baby Boomers (Born 1946-1964)
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Andres O

Series 63, Series 65

Windermere, FL

IQ Portfolios

Passive / index investing Wealth management
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