Macedon Financial Management, LLC

Macedon Financial Management is an independent, single‑advisor registered investment adviser that provides ongoing portfolio management and pension consulting to high‑net‑worth individuals, pension and profit‑sharing plans (including 401(k) plans), and business entities. The firm also offers insurance products and annuities through its adviser’s licensing and may receive compensation from those sales, which it discloses in client files.

The firm documents client objectives in an Investment Policy Statement, generally seeks discretionary trading authority, and conducts regular portfolio monitoring. Its investment process draws on multiple analysis methods — including charting, fundamental, quantitative, and modern portfolio theory — and employs both long‑ and short‑term trading while focusing on mutual funds, ETFs, fixed income, REITs, TIPS and insurance‑linked investments.

Notable for a firm of its size, Macedon combines institutional services (pension consulting and management for plan sponsors) with HNW individual and corporate work, a mix that is less common among solo independent advisers. The brochure also discloses the adviser’s outside broker‑dealer and insurance activities and describes policies to document and manage related conflicts, and the firm requires custody through Schwab Institutional, which provides institutional trading and research access.