}
About Macro
Macro Wealth Advisors is a registered investment advisor and independent insurance agency. We provide financial planning, investment management, and insurance services.
Our focus is on helping couples and individuals 10 years from and in retirement make better financial decisions.
Owen Stewart
Founder, Advisor
Owen has been helping people plan for and enjoy retirement for over 30 years. He founded Macro in 1994 with the belief that being independent is the most effective way to truly serve his clients best interests.
Now serving his peers, Owen can understand his clients’ stage of life, what is important to them, and what their concerns truly are. With no plans to stop, Owen feels his best years as an advisor are still ahead of him.
ostewart@macro-wealthadvisors.com
Taylor Stewart
Advisor
Taylor's passion for financial planning comes from growing up watching Owen (his father) help people as an advisor. Before joining Macro in 2016, Taylor worked as an auditor with PricewaterhouseCoopers.
Taylor combines his passion and professional background to bring a unique perspective to retirement planning. In 2021, Taylor wrote Embracing an Uncertain Retirement as a comprehensive guide to making better financial decisions.
tstewart@macro-wealthadvisors.com
Holly Schmidt
Macro Experience Specialist
Holly started her career at Macro right out of college in September 1999. Over time, her role has expanded to becoming an expert in client service, communicating with financial institutions, office accounting, payroll processing, and overall office management. She is the glue that holds it all together.
hschmidt@macro-wealthadvisors.com
5830 Granite Parkway
Suite 100-326
Plano, TX 75024
© 2021 by Macro Wealth Advisors