William MACK & Associates Inc
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About the firm
William Mack & Associates, Inc. (WMA) is a fiduciary and fee-only financial advisory firm founded in Michigan in 1992. As a fiduciary advisor, WMA places client interests before their own, providing objective and independent advice. The founder, William Mack, has been in the financial services industry since 1982.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
WMA offers a comprehensive range of financial planning services including retirement planning, wealth advocacy, investment management, special needs planning, Social Security and Medicare guidance, coordinated planning, charitable gifting, cash flow planning, employee pension plans, retirement savings for employee groups, annuities, life insurance, long-term care disability and critical illness insurance, health insurance and group health benefits, and retirement plans for business owners.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of August 25, 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. William MACK & Associates Inc 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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