Macaulay & Associates is a dedicated team of financial professionals based in Fort Mill, SC, serving clients in York County, SC, and Charlotte, NC. With over 20 years of experience, they specialize in providing thoughtful financial planning and investment management services for individuals, families, and businesses.
The firm, led by owner David Macaulay, a CERTIFIED FINANCIAL PLANNER, focuses on building long-term relationships with clients to help them achieve their unique financial goals. Their team, including Financial Paraplanner Lorrie Trull and Associate Financial Planner Harrison Dixon, is committed to empowering clients to make confident financial decisions and secure their financial success.
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