Todd Macke

CFP®

Macke Financial Advisory Group, Inc.

Financial Advisor

Todd Macke

CFP®

Macke Financial Advisory Group, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Todd Macke, CFP®

(239) 275-1122

Fee-Only Financial Advisor serving the entire southwest Florida area.

Todd Macke is a Fort Myers, FL fee-only financial planner. Macke Financial Advisory Group, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Todd Macke is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Todd Macke, CFP was born on February 26, 1961 and raised in St. Marys, Ohio, and later graduated from The Ohio State University, Columbus, Ohio in 1983 with a Bachelor of Science degree in Business Administration, specializing in Marketing. Following graduation, Mr. Macke relocated to Fort Myers, Florida where he currently resides.

Mr. Macke has practiced comprehensive financial planning since 1986. For 10 years he was affiliated with a national financial planning broker/dealer firm. In 1996 he became a fee-only financial planner and established Macke Financial Advisory Group.

Todd is a member of the fee-only National Association of Personal Financial Advisors (NAPFA), where he has served in several positions.
  • NAPFA Consumer Education Foundation 2007-2009
  • National Board of Directors 2007-2008
  • National Board of Directors 2005-2006
  • South East Region President 2003-2004
  • South East Region Member, Member at Large/Conference Chair 2002-2003

Since 2006, Todd has been involved with the Lee County Habitat for Humanity. He volunteers his time to teach the financial education classes that each individual must complete to be eligible for a Habitat home.

He remains active in the financial industry by continuing his education through his attendance at numerous local and national conferences and conventions.

As Founder and President of Macke Financial Advisory Group, Todd provides a wide variety of financial services for a diverse clientele nationwide.

Todd Macke is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
Macke Financial Advisory Group, Inc. was founded in 1996 by Todd C. Macke, CFP. Working as a financial consultant for another company, Mr. Macke decided that in order to work in his desired atmosphere and fulfill his professional philosophy, the best solution was to create his own firm. Currently, the Macke Financial Advisory Group serves over 100 clients in 11 states.

In addition to Mr. Macke, the Macke Financial Advisory team includes Charlotte Dearborn, Registered ParaPlanner and Chief Operating Officer. Charlotte is responsible for client services, technology and information management, financial planning, compliance and miscellaneous office duties.

As President of Macke Financial Advisory Group, Mr. Macke insists on maintaining a quality business. Recognizing that there are a number of elements necessary to create a highly efficient and productive firm, he believes in continually upgrading to the most recent technology, so that the most current knowledge and resources are readily accessible. In addition, Mr. Macke strongly supports investing in human resources. Not only are all employees encouraged to complete continuing education classes, but also he believes in the value of increasing his abilities through education via classes and conferences.

More importantly, Mr. Macke believes that the quality treatment and service of his clients should be his primary consideration. Therefore, he believes that there would be a "conflict of interest" while working on commission. For this reason, he provides advice on a fee-only basis, and attempts to exceed the traditional expectations of his clients by improving the financial advisor quality of service.

While a number of his clients are retirees or individuals headed towards retirement, he provides financial advice for people of all ages. In the past, he has assisted with the purchase negotiations of automobiles; the interview process of real estate agents; and the evaluation of a variety of locations, including nursing homes, rental properties, and houses. Ultimately, Mr. Macke highly values his advisor/advisee relationship with his clients, and for that reason many of his clients are not temporary, but life-long clients who quickly become members of the Macke Financial Advisory Group family.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Todd Macke is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Todd Macke is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Todd Macke

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Office Locations:

  • 12699 New Brittany Boulevard
    Fort Myers, FL 33907

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