Paul MacNamara
Welcome!
I served as partner then CEO for start up firm Strategic Investment Partners (SIPCO) from November 2004 until November 2016. I was the senior market strategist and portfolio manager for the firm and provided asset management services for our clients.
In 2016 the firm merged with PVG Asset Management where I focused on serving high net worth clients and managing three equity portfolio strategies.
In 2023, I joined Redwood Financial Planning as a partner, serving high net worth clients and managing three equity portfolios.
I am proud to share that I was a Special Forces officer and retired in 2004 as a Lt. Col. I hold a Bachelor of Science Degree in History from Millersville University and a Masters in International Relations from Troy State University. I completed the CERTIFIED FINANCIAL PLANNER exam and have a series 65 license.
In my spare time I enjoys raising Wagyu and Angus beef with my brother on a 225 acre ranch in Carlisle, PA.
Our Approach
Discover
First, we take the time to learn about your goals, objectives and your current situation.
Build
Second, we build your financial plan and outline all obstacles in your path today.
Implement
Third, we implement the appropriate strategies to help you reach success.
Review
Fourth, we monitor your situation and help you stay on track.