Macro Advisors, Inc.

About Macro Advisors, Inc.

<p>Focused on what it calls the “Macro Picture,” Macro Advisors, Inc. works with individuals and businesses on long-term financial decisions and planning. The firm is based in York, in south-central Pennsylvania near the Harrisburg–York metro area, and also works with clients nationwide.</p> <p>Founded in 2002, Macro Advisors is an SEC-registered investment advisor. As of 2026, the firm reports $0.3B in assets under management (AUM). Its work includes investment planning and retirement planning, along with estate planning, net worth and cash flow planning, and protection planning.</p> <p>Clients get online access to their accounts and reporting through the Black Diamond Wealth Platform. The firm’s differentiator is its emphasis on tying day-to-day decisions back to a single, big-picture plan rather than treating investments, insurance, and planning as separate projects.</p> <p>Services offered include:</p> <ul> <li>Investment planning and portfolio guidance</li> <li>Retirement planning for individuals and business owners</li> <li>Estate planning coordination</li> <li>Net worth and cash flow planning</li> <li>Protection planning</li> </ul>

Website: https://macroadv.com/

Founded: 2002