Carl J. Macko

Carl J. Macko

| CFP®, MBA

Synergy Capital Management, LLC

Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Planning for Business Owners
  • Hourly Planning Fee Structure
  • Middle Income Client Needs
  • High Net-Worth Clients
  • Women's Financial Issues
  • Unmarried and Same-Sex Couples
  • Advising Medical Professionals

Visit Us

1001 Garden View Drive NE #923
Atlanta, GA 30319

Carl Macko is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Located in beautiful Atlanta, Georgia, Synergy Capital Management, LLC provides comprehensive financial planning, investment management and financial consulting services. Whether you need assistance with planning for retirement, your investment portfolio, funding for your children’s education, reducing your taxes, insurance or estate planning advice, or are a business entity interested in setting up a retirement plan for yourself/employees, we are committed to providing the best possible guidance to help you to navigate through the myriad of options.

Carl J. Macko, president and founding principle of Synergy Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Investment Advisor in the State of Georgia. Mr. Macko believes that the essence of sound financial planning and investment management is in building long-term, client-centered relationships. Through a sincere interest in getting to know you and listening to your specific needs and goals, we are dedicated to providing you personal attention, foreseeing a life-long relationship to help our clients improve the quality of their lives. The result is a commitment to personalized service and communication and a relationship that will last for years to come.

We show our honesty and integrity by putting your interests first –always and with no exceptions. Synergy Capital Management, LLC separates itself by doing business on a “Fee-Only” basis, which means our fees are paid directly by you. We do not receive any commissions or kickbacks from third parties, therefore, our independence assures absolutely no conflict of interest.Carl Macko is a Fee Only Financial planner in Atlanta, GA. Carl Macko is a NAPFA-Registered Financial Advisor.