Macro Wealth Management
Macro Wealth Management, located in Peoria, IL, specializes in comprehensive financial strategies tailored for dentists, health professionals, and individuals from all walks of life. Founded by orthodontist Mart McClellan and financial advisor Tim Streid, the firm offers unique wealth-building processes aimed at helping clients accumulate, preserve, and maximize their financial potential.
In addition to personalized financial plans, Macro Wealth Management emphasizes education through resources like their book, "Your Retirement Smile," and support for causes such as Folds of Honor, which provides scholarships for families of fallen or disabled military service members. Their methodology focuses on equipping clients with the knowledge and confidence needed to navigate financial challenges and enjoy a secure retirement.
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