Thoughtful Planning, Whatever your Life Stage

Our Firm

Macaulay & Associates is an independent financial planning and investment advisory firm located in Fort Mill, SC. We serve individuals, small business owners and charitable organizations. We believe that financial planning and investment management are interrelated. Therefore we desire to build relationships with clients that are meant to be long term. In a personal financial planning engagement, we endeavor to consistently act in the interest of our client and to place the client's interest ahead of our own.

David Macaulay is a CERTIFIED FINANCIAL PLANNERTM Professional and is obligated to act as a fiduciary in the client relationship.  Not coincidentally, a Registered Investment Advisory Firm is also held to this same standard.  This gives Macaulay & Associates a unique opportunity and obligation to enlist our services in a manner that is totally client centered.  It is our desire to be your chief financial advisor and to coordinate the efforts of your accountant and attorney in your best interest.