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Thoughtful Planning,

Whatever Your Lifestage

Because Everyone Deserves A Quality Financial Partner


Get to Know Our Team

Proudly Serving York County, South Carolina

And Charlotte, North Carolina


Team photo Macaulay & Associates

At Macaulay & Associates, we are a team of dedicated professionals who enjoy solving problems and addressing your financial health and well-being. For over 20 years, we have helped clients manage their wealth and reach their financial goals.

As an independent, Fort Mill-based firm, we believe that financial planning and investment management  are interrelated, which is why we aim to build long-term relationships with both you and your loved ones. Our full range of services are geared towards individuals, families and businesses alike. With a focused planning process, we’ll approach your most pressing questions and concerns.


No matter your circumstances, we are dedicated to helping you build...


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...in your financial success.


Dedicated to Providing

Intentional Financial Planning


Get to Know Your Macaulay & Associates Team 

Schedule Time to Meet With Us

David Macaulay CFP®, ChFC® Photo

David Macaulay CFP®, ChFC®

Managing Director
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David Macaulay CFP®, ChFC®

Managing Director

P: (803) 802-7224

F: (803) 802-7225

E: david@macaulay-associates.com


As the owner of Macaulay & Associates, David has been helping clients with their financial planning goals since 1999 and has 36 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Consultant® and truly enjoys overseeing the advice given to each of our clients. David takes pride in his ability to understand his clients’ deepest values so he can better meet their unique, and often complex, financial objectives.

A graduate of Erskine College, David has a bachelor’s degree in business administration. He also holds a degree from the Graduate School of Banking at Louisiana State University and is motivated on a regular basis to challenge himself and continue learning about the ever-changing industry of financial services. 

David and his wife, Margaret, have four children and stay busy with their various activities. As of late, he has also greatly enjoyed spending time working in his yard. Active in his community, David serves on the Board of the York County Adult Enrichment Centers, as well as the Springs Close Foundation York County Board of Directors. Throughout his life, David has been active in the Presbyterian Church. He has also been an active member of the Fort Mill Rotary Club for 20 years and is a past president. 

Lorrie Trull, FPQP™ Photo

Lorrie Trull, FPQP™

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Lorrie Trull, FPQP™

P: (803) 802-7224

F: (803) 802-7225

E: Lorrie@Macaulay-Associates.com


Lorrie is a Financial Paraplanner Qualified Professional™ and has worked with Macaulay & Associates since October 2010. In her role, she is responsible for working closely with clients to create and maintain an overall financial planning picture for their individual needs, as well as maintaining daily office operations. Lorrie truly enjoys getting to know and working with individuals and families by helping them provide meaning to their wealth and assisting them, no matter how big or small their concerns may be. 

Lorrie received her bachelor’s degree in business management from Western Carolina University. She is a lifelong learner and received her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College of Financial Planning. With over 30 years of experience in finance and paralegal real estate law, Lorrie is passionate about addressing our client’s wide range of needs. 

Outside of work, Lorrie enjoys being outdoors and spending time with her two daughters and husband. They are loyal Clemson Football and Virginia Tech Softball supporters and you can often find them rooting from the sidelines. 

Harrison Dixon, CFP® Photo

Harrison Dixon, CFP®

Associate Financial Planner
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Harrison Dixon, CFP®

Associate Financial Planner


Before joining the Macaulay & Associates team, Harrison worked as a computer service technician and participated in the success of various small business start-ups within the Rock Hill community. In his current position, he helps clients navigate through the financial planning process in order to create the best experience possible. Harrison assists our firm by communicating with clients, crafting individual financial plans and continuing his education to remain aware of the always-changing financial industry.

Harrison graduated from Winthrop University with a bachelor’s degree in business administration, with a concentration in personal financial planning. For him, financial planning is not only about achieving goals but the process it takes to reach them. Utilizing his experience and education, Harrison enjoys seeing how a client’s hard work is applied in order to achieve something great.

When he isn’t working, Harrison likes to stay active outside, travel and spend time with his family and friends. You can often find him grilling in his backyard and playing with his two dogs. He also enjoys going to live music events with his wife and watching sports with his friends.

Associate Financial Planner
Joey Warder, ChFC® Photo

Joey Warder, ChFC®

Associate Financial Planner
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Joey Warder, ChFC®

Associate Financial Planner


Prior to joining Macaulay & Associates, Joey began working at the age of 17 in order to finance his college education. Upon graduation, he became an integral part of our team, servicing our client’s financial planning needs. Joey’s enthusiasm for financial planning stems from the objectivity and process of financial planning itself. His passion for reimagining client’s plans helps them achieve their personal goals, no matter what obstacles they may encounter.

Joey graduated from Winthrop University with a bachelor’s degree in business administration and a concentration in personal financial planning. Joey enjoys navigating all areas of the planning process but specifically education, taxation, and retirement planning with clients because he feels that is where he can add the most value to their lives. As a Chartered Financial Consultant® (ChFC®), he is passionate about establishing new relationships, educating clients in a way that relates to them and helping people achieve their goals.

Joey enjoys traveling, hiking, running, and kayaking. He’s a full-time sports fanatic and can often be found rooting for the Clemson Tigers and the Carolina Panthers.


Why Partner With
Macaulay & Associates?

Our goal is to provide educated financial advice while offering unmatched service and communication. As fiduciaries, we act in your best interest and we strive to provide unbiased recommendations. By developing personalized solutions  based on your circumstances and the aspirations you’d like to achieve, we’ll help you find long-term financial success.

We proudly work with a wide array of clients that span various walks of life and amounts of wealth, but our focus remains on the unique needs and goals of those who come to us.


Our Ideals as a Firm Set Us Apart


 

Valued Experience

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Genuine Connections

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Collaborative Efforts

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Client-Focused Strategies

Ready to Learn More About Working With Us?

Take a Look at Our Services

Laying the Groundwork

For the Future of Your Financial Picture

Joey Warder pictured working with client Fort Mill, SC Macaulay & Associates

Honest Solutions to Help Ease Your Apprehensions

At Macaulay & Associates, we approach your needs with a planning-centric mentality. This means that recommendations are made based on the structure of your particular goals and lifestyle. With the motivation behind your wealth in mind, we’ll develop a plan that helps you enjoy the moment you’re in as you reach for your goals ahead.


Our Solution-Based Services Include:


Risk management and insurance planning Fort Mill, SC Macaulay & Associates

Risk Management &
Insurance Planning

Retirement savings and income planning Fort Mill, SC Macaulay & Associates

Retirement Savings &
Income Planning

Estate Planning Fort Mill, SC Macaulay & Associates

Estate
Planning

Education Planning Fort Mill, SC Macaulay & Associates

Education
Planning

Tax planning Fort Mill, SC Macaulay & Associates

Tax
Planning

Investment Planning and Advisory Services Fort Mill, SC Macaulay & Associates

Investment Planning &
Advisory Services

My Blocks by Envestnet MoneyGuide Logo Fort Mill, SC Macaulay & Associates

Unsure where to start? Try one of our interactive tools on topics that appeal to your situation and find out how financially prepared you are.

Truly a self-service tool, MyBlocks allows you to complete interactive modules on your own time, at your own pace.

Get Started


The implementation of these solutions typically involves the ongoing investment management of client assets. These often include:

  • Retirement Assets and Plans
  • Goals Based Portfolios
  • Insurance Services

Approaching Your Needs, 

No Matter Your Circumstances

You may find yourself at the intersection of various goals, in search of the tools and strategies to help you achieve them. Alternatively, you may not know where to start when it comes to your financial questions. 

Regardless of your situation, we’ll provide modular planning  to build the financial foundation you’re looking for.


Learn More About How It Works

Thoughtful Planning

No Matter What Stage of Life You’re In

Aligning Your Financial Picture

One Step at a Time

Financial planning is an ongoing process during which we will offer knowledgeable guidance as you set and achieve your financial goals. This may include accumulating wealth through building a portfolio, funding your child or grandchild’s education, planning for retirement, preparing your estate and more.

Because we are a team, you can expect collaboration and the advantage of working with partners who truly have your best interests in mind. Above all, our tailored strategies  are designed to strengthen your financial independence and help you make confident decisions moving forward.


Working Together to make sense of your finances Fort Mill, SC Macaulay & Associates

Working Together to Make Sense of Your Finances


Goal Discovery

The goal of our first meeting is to get to know each other and develop an initial understanding of your goals. We will recommend an actionable item, regardless of whether you remain a client, and discuss the scope of our services.

Data Gathering

We’ll continue by assessing your financial circumstances and further gaining insight into the goals you have for both you and your loved ones moving forward. Our team will take into account the details we’ve addressed as we design and propose a financial strategy that works for you.

Review & Implement

If we agree that these steps work for you, we will implement the strategies our team has carefully designed to support your unique aspirations and financial goals.

We want to remain up to date with changes and transitions in your life that may affect your plan. Periodically, we’ll review your strategy and consult with you to make recommended adjustments.


Utilizing Interactive Tools

Our goal is to work with you over time to help you develop financial habits that will benefit you in the long run. In doing so, we encourage an interactive process, which includes access to  online resources and client portals   for a comprehensive view of your account balances and more. If you have questions or would like to learn more, get in touch with us.

Schedule a Complimentary Consultation

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Building Beneficial Relationships

With Individuals & Families in
York County, SC & Beyond

Let’s Begin the Conversation

We believe everyone deserves a pillar of strength and financial confidence as they approach their goals and aspirations.

Primarily located in Fort Mill, SC, we enjoy working with our clients in person but we’re happy to meet with you over the phone or virtually. Reach out to learn more by filling out the form below or schedule time to talk.




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FPQP Fort Mill, SC Macaulay & Associates