Become a Client

Perhaps the most important aspect in planning your financial future is finding a firm that fits with your needs and values. We understand who our clients are and what makes them a fit for us, so in turn we can provide them with the best service. It has never been our goal to be all things to all people, but rather, to be all things to a few people. 

Once we agree there is a fit, we hope to make our story a part of your story. Together we can look beyond the single dimension of investments and find powerful, innovative ways to develop a strategy that meets all your financial needs – one that will help build upon your wealth for yourself, your family, your business, or your estate.

Initial Consultation

We offer a complimentary initial consultation with the primary goal of getting to know each other. You will be asked to complete our Investor Profile Questionnaire in advance of the meeting to help us understand your current financial situation and goals. This is essential to ensure a productive and effective initial consultation. After the meeting, if we both agree MACRO’s services are a good fit, we will move forward with your customized financial plan.

A Team of Experts

We believe our team approach fosters strong client relationships. When you become a client, you will be assigned an experienced team of professionals working together to help you pursue your financial objectives. Your team will consist of a Financial Advisor, Client Relations Manager, Staff Planner, and Client Coordinator. In addition, our Advisors work together as a committee to collectively review client accounts and ensure all clients receive cohesive recommendations that fall within the MACRO philosophy and strategies. Meet the MACRO team here.

Getting Started

We would highly value the opportunity to connect with you about the kind of work we do for our clients. Please give us a call at 973-451-9400, email us at, or submit a Contact Us form on the website. Thank you for your interest.

Ready to get started?

Contact us today!

  • This field is for validation purposes and should be left unchanged.