Jonathan J. Macko is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) with over 15 years of experience helping individuals and families prepare for retirement. He began his career as a financial advisor in 2009 and has worked with clients through a wide range of market environments, developing a steady, planning focused approach centered on long term outcomes.
Jonathan focuses on retirement planning and investments, helping clients organize their financial lives, understand their options, and build clear, practical strategies for generating income in retirement. His approach emphasizes balancing growth, stability, and income so clients are not forced to make difficult financial decisions during periods of market volatility.
As a CFP® professional, Jonathan is committed to acting in his clients’ best interests and providing thoughtful, comprehensive guidance. He focuses on creating personalized plans that are straightforward, adaptable, and aligned with each client’s goals and priorities.
He is also the author of High-Five Retirement: Because of Your Hard Work, You Might Be Able to Retire Early and Well, where he shares a practical and encouraging approach to retirement planning focused on clarity, confidence, and long term stability.
Originally from Upstate New York, Jonathan is a graduate of the University of Miami. He now lives in South Carolina with his wife and their three daughters, where he enjoys spending time with his family, being active in his local church community, and enjoying the outdoors.