Each Maclendon professional possesses a clearly defined role that leverages his or her unique strengths while complementing the strengths of the rest of the team. This proprietary approach allows us to deliver the personalized results you expect, and it’s available to you 24 hours a day, seven days a week. Our core services include:
▪ Wealth preservation
▪ Asset management and growth
▪ Retirement planning
▪ Investment services
▪ Liability planning and management
▪ Traditional and alternative investment consulting (private placements, venture capital, hedge funds)
▪ Advisory services related to real estate, insurance, taxes and philanthropy
▪ Assistance with business needs
▪ Coordination with other financial and legal professionals
▪ Customized strategies to meet your unique needs
Maclendon can even help maximize your wealth through alternative crowdfunding strategies such as private placements, venture capital and hedge funds. As a respected business owner, Maclendon Principal, Jeremy Office, can offer insightful guidance regarding complicated financial needs. Our additional financial services for entrepreneurs and business owners include:
▪ General business advice
▪ Business plan review
▪ Raising capital
▪ Growth plans
▪ Cash flow modeling
▪ Acquisitions and divestitures
▪ Advice on transitioning out of your business
▪ Additional specialized financial solutions, as needed
When you decide to work with us, we begin our relationship by developing a complete understanding of your financial picture. We discuss immediate needs, goals for the future and risk tolerance. Only then, can we craft a plan that properly establishes targets and strategies for getting you to exactly where you want to be.
But, the plan is only the beginning. We’ll meet with you regularly to discuss the state of your financial progress and any relevant changes in the markets. With each of your life’s twists and turns, we will reevaluate and respond, so you keep moving toward your goals. We’ll serve as a personal CFO, and coordinate the various professionals and advisors in your life, such as accountants, attorneys, real estate agents and insurance agents.
Although that sounds like a sensible, straightforward approach to doing business, many financial firms don’t operate that way. Big banks and stock brokerages are focused on their corporate bottom line, not yours. Too often, advice is driven by what benefits the company, and not the client.
Maclendon is different. We’re an independent, employee-owned firm that provides our members with objective financial guidance, without the conflicts of interest that arise from institutional mandates or corporate politics. We work for our members, not big financial institutions, and our compensation is derived from the services we provide, not the products we recommend or sell. We operate under full transparency: all fees are disclosed up front, and there are no hidden costs. We firmly believe this approach is the right way to do business, both for us and for our members.
Trained at top-tier financial institutions, Maclendon’s educated and accredited professionals understand conventional wisdom, but they can offer innovative financial solutions when appropriate, as well. Our team maintains proficiency and builds comprehension continually through advanced education and market research.
Where we cannot provide the quality of expertise required to serve a member, we will consult with our extensive network of professional partners. As a unique multi-family office, we maintain the freedom to use multiple financial service providers. That independence allows us to incorporate our expertise with the insights of outside partners, to deliver the exceptional financial guidance our members deserve.