Our story
Built on Trust. Driven by Purpose.
MACK Financial LLC was founded on a simple belief: every family deserves access to the kind of comprehensive financial guidance that was once reserved for the wealthy.
Our mission
Empowering Families to Take Control
We started MACK Financial because we saw too many families making major financial decisions without a trusted guide — relying on fragmented advice from multiple sources that never added up to a coherent plan.
Our mission is to change that. We bring together insurance, estate planning, retirement strategy, and investment management under one roof — coordinated by advisors who know your family, your goals, and your values.
We operate as fiduciaries, which means we are legally and ethically obligated to act in your best interest — not ours. That's not a marketing claim. It's the foundation of everything we do.
What we stand for
The Principles That Guide Every Decision
Fiduciary Commitment
We always act in your best interest. Full stop. No hidden commissions, no conflicted advice.
Holistic Planning
We look at your complete financial picture — not just one piece — to build a strategy that works together.
Long-Term Relationships
We measure success in decades, not quarters. Our advisors are partners for life's biggest moments.
Clarity Over Complexity
We translate financial complexity into plain language so you can make confident, informed decisions.
Our advisors
Experienced Advisors. Personal Attention.
Our team brings decades of combined experience in financial planning, estate law, and investment management — and a genuine commitment to the families we serve.
Marcus A. Coleman, CFP®
Founder & Lead Advisor
With over 20 years in financial planning, Marcus founded MACK Financial to bring comprehensive, fiduciary-grade guidance to everyday families. He specializes in retirement income planning and estate strategy.
Angela K. Wright, ChFC®
Senior Financial Advisor
Angela brings 15 years of expertise in insurance planning and wealth protection. She works closely with families navigating major life transitions — from growing a family to planning for retirement.
David R. Mack, RICP®
Retirement Income Specialist
David's focus is helping clients build sustainable retirement income strategies. He is a specialist in Social Security optimization, 401(k) rollovers, and distribution planning.
Credentials & affiliations
Ready to Meet Your Advisor?
Schedule a complimentary consultation and take the first step toward a plan that's built around your family.