Owen Stewart
Founder, Advisor
Owen has been helping people plan for retirement for over 30 years. He founded Macro in 1994 with the belief that being independent is the best way to truly serve his clients best interests.
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Owen began his career in the financial services industry in 1989. It wasn’t long before Owen realized the industry had a problem: companies were more focused on reaching profit targets than they were on providing the best solutions for their clients. He then realized it was time for a change.
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In the spring of 1994, Owen ventured out on his own, founding an independent insurance agency called Macro Wealth Concepts. Now, as an independent advisor, Owen was no longer forced to offer only the products his captive company told him to. He could now meet with clients, determine their needs, and search the marketplace for the best solutions available, regardless of company.
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In the summer of 2001, Owen made another bold move in forming Macro Wealth Advisors, a Registered Investment Advisor (RIA). (While RIAs are much more common today, they were very rare at the time.) Being an RIA elevated Owen to the role of a fiduciary and allowed him to even better serve clients with their investment needs.
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Two decades later, his role as an advisor has changed; when he works with people preparing for retirement, he is now advising 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 helping people retire, Owen feels that his best years of serving people are still ahead of him.
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