Macke Financial Advisory Group
SEC RegisteredCreate a Legacy of Faith and Values for Generations to Come
About the firm
Greater Gifts Family Office is a faith-based financial advisory team that includes a Certified Financial Planner, Certified Financial Therapist-I, and a spiritual companion. They offer over three decades of experience with $140 million in assets under management, providing a unique approach that integrates financial planning with spiritual guidance, health and wellness, and life planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Life and Financial Assessment, Financial Literacy Training, Health and Wellness Coaching, Life Wheel Assessment (using Ignatian Discernment exercises), Spiritual Guidance, Financial Planning (cash flow, estate planning, insurance, and taxes), Video Time Capsule Creation, and Wealth Management.
Who they serve
Individuals and families seeking guidance that connects investments with spirituality, health, and a desire to leave a legacy of faith and values, including those concerned about passing on money values and financial literacy to their children and grandchildren.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 87 | $37M |
| High Net Worth Individuals | 43 | $135M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Macke Financial Advisory Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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