Todd C Macke, CFP®
Founder/CEO
Kevin Jordan, CFP®, M.S., CFT™
Director of Financial Planning
Beth Larish
Director of Client Relationships
About Us
A Team That
Understands You
Our philosophy is built on a foundation of integrity, knowledge, and empathy. As fiduciaries, we are committed to acting in your best interest, always maintaining independence and professionalism. We believe in building long-lasting relationships that feel like family, ensuring that trust and mutual respect guide every interaction.
Today, we embrace a team approach with Kevin Jordan, CFP® serving as the primary advisor for financial planning recommendations, while Todd Macke, CFP® focuses on investment research and client portfolio construction. Our office manager, Beth Larish, is the primary point of contact for client service and scheduling. Together, we ensure a team effort in delivering the best financial strategies for our clients.
What We Do
A Partner On
Your Life Journey
Macke Financial Advisory Group was founded in 1996 by Todd Macke, CFP® as a Fee-Only Fiduciary advisory firm. Our mission is to provide a financial roadmap for each client, helping you achieve increased monetary success without compromising on high-quality, concierge-level service.
We put our clients first. Comprehensive, advanced financial planning is the cornerstone of our service - forming the basis for every financial decision our clients make. While many in our industry may overlook this crucial aspect, we consider it essential.
With the addition of Kevin Jordan, CFP® in 2019, Macke Financial has positioned itself as a multi-generational firm - ready to serve clients and their families for decades to come.