What direction are you going?
Do your financial decisions change with the wind or are you
following a road map that will add a sense of security for you and your family’s future. We at Makenna & Company work to provide this financial road map with your values and goals in mind. As your trusted financial advisors, we create the plan and steward its implementation for the years to come.

Conflict-free advocacy.
We are a value-based financial advisory firm and as such are paid a fee for our services not for what products we sell. This enables us to act with only your best interests in mind. As part of our investment management process, we partner with Charles Schwab to safeguard assets and provide access to the financial markets.

What are you looking for in a trusted financial advisor?
Are you looking for an expert who focuses on the big picture and the finest details for your family? Makenna Flagg has worked in the financial industry since the early 1980s. She became a Certified Financial Planner (CFPR) in 1987 and a state-registered investment advisor in 2003, opening Makenna & Company in Darien. She has worked with many of her client families for decades, now working with the second generations.

Which way should you go now?
Make a call to our office and request a complementary appoint-
ment to discuss for goals and values. We welcome providing you will some peace of mind and the roadmap to get you there.