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The Challenge

 

Managing your personal finances has become more difficult as the financial world has become more complex. 

The decisions you make today will affect your financial security in the future.   You are the CEO for the financial affairs of your family. 

It is important to have a trusted advisor by your side to guide you through the many financial decisions you will need to make.  

An advisor who is planning focused and will take the time to get to know your values and goals.

An advisor who has experience over many market cycles and presidential elections.  

An advisor who is an educator and a coach.  

 

Welcome to MacWilliam Financial Group.

We are a financial planning and investment management firm with more than 35 years of experience. 

As an independent advisor, we work as a fiduciary for our clients.  

We are free from the conflicts of interest from insurance companies, banks, wall street firms, and offer no proprietary products. 

We are a small, nimble, efficient firm with lower fees than the industry average.  We are able to offer a better value to our clients.   

If you would like an independent, objective review of your financial plan or retirement accounts,  please give us a call.   

Financial security and confidence are just a phone call away.  

 

5 star horizontal design

 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 943 New Hampshire-area wealth managers were considered for the award; 96 (10% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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Comprehensive Financial Planning

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Investment Management

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Employer Sponsored Plans

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