Macro Wealth Advisors is an independent, fiduciary financial advisory firm based in Plano, Texas, specializing in retirement planning, investment management, and insurance solutions. Founded in 1994 by Owen Stewart, the firm emphasizes a client-first approach, offering personalized financial plans that assess clients’ current financial status, future goals, and strategies to achieve them. Their services are structured into a transparent four-step process: Discuss, Assess, Design, and Implement, allowing clients to pay solely for advice without pressure to purchase products. If clients choose to implement their plans through Macro Wealth, any prior planning fees are refunded, ensuring no double charges. The firm caters primarily to individuals and couples approaching or in retirement, providing detailed analyses on Social Security, Medicare, taxes, investments, and estate planning. Co-led by Owen and his son Taylor Stewart—author of Embracing an Uncertain Retirement—Macro Wealth Advisors combines decades of experience with a commitment to unbiased, transparent guidance, helping clients navigate financial decisions with confidence.