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Financial Advice You Can Trust

Discover an advisory team who shares your values, understands your concerns, and looks forward to answering your questions.

Welcome to Macke Financial Advisory Group

Welcome to Macke Financial Advisory Group

We are an independent, fee-only advisory firm based in Fort Myers, FL. Since 1996, we have helped clients navigate challenging situations and achieve their financial goals.

With so much information available from so many sources nowadays, clients come to us for answers they can trust.

High Net Worth Households

High Net Worth Households

Offering sophisticated strategies to manage and grow your savings in a tax-efficient manner

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Retired & Nearly-Retired

Retired & Nearly-Retired

Crafting personalized plans to ensure a comfortable transition to financial independence

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Generational Wealth Transfer

Generational Wealth Transfer

Protecting your vision of the legacy you wish to leave behind, and guiding your loved ones after you've gone

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Foundational Financial Planning

Foundational Financial Planning

Keeping our advice simple so that you always find the recommendations relevant and easy to understand

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About Us&#160;<br/>

About Us 

Forging a Path Together

Our team at Macke Financial Advisory Group combines decades of experience with a collaborative approach to deliver personalized financial recommendations. We work together to ensure every client receives the highest level of care and expertise - treating each relationship as family.

Todd C Macke, CFP® - Founder/CEO

Kevin Jordan, CFP®, CFT™, M.S. - Director of Financial Planning

Beth Larish - Director of Client Relationships

Our Simple Philosophy

If you are looking for a personal relationship with experts you can trust,

we are the advisor for you.

Take the First Steps

Step 1:
Free Consultation 

Call or email to schedule a time to speak with us about your financial concerns. No sales pitch or high-pressure tactics. We explain how we can address those specific concerns through a personalized financial plan.

Step 2:
Create a Financial Plan 

After gathering important documents and information, we create a model of your current financial condition. Then, we enter your unique goals and dreams to plot out a path to long-term success.

Step 3:
Ongoing Advice

Once we’ve implemented the financial recommendations from the plan, we can continue to provide ongoing investment management and monitor your progress on an ongoing basis.