The MACRO Team
Serving the greater Parsippany, NJ, area.
Talk to the team
Location
Parsippany, NJ, 07054 (973) 451-9400
A team behind every plan
Welcome to the MACRO Team, where we provide comprehensive financial planning with a personal touch. Our seasoned advisors offer high-level service, focusing on retirement income planning, risk management, and tax efficiency, including wealth transfer and NUA. With in-house planning and meticulous attention to detail, we address your financial needs with deep knowledge. We believe our clients value our responsive, family-oriented approach, building lasting relationships across generations. At the MACRO Team, we prioritize client advocacy and aim to provide you the care and time you deserve. Let us support you in pursuing your financial goals.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Parsippany, NJ
4 Campus Drive, Suite 100
Parsippany, NJ 07054
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Parsippany, NJ
Parsippany, NJ 07054
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
MACRO Team Video Library
Newsroom and Resources
View All10 Wealth Enhancement Financial Advisors Recognized on the 2026 Forbes Top Women Wealth Advisors Best-In-State Ranking
Four Wealth Enhancement Advisors Recognized on the 2025 InvestmentNews’ Top Advisors Ranking
Tom Moyer Named on Forbes 2024 List of Best-in-State Wealth Advisors
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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