Gain clarity and peace of mind
with fee-only financial planning
Serving Delaware, Maryland, and the tri-state area.
We are excited to now be a part of Mercer Advisors.
The powerful combination of Mallard Financial and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here.
It’s never too early (or late) to think about your future
At Mallard Financial Partners, we’ve been helping customers along
the path to long-term financial security for more than 25 years.
Whether you’re saving for college or retirement planning, our
experienced team is here to navigate your financial journey with you.
Personal
Mallard Financial Partners puts people first. We’ll meet you where you are and work together to develop financial management strategies for achieving your goals.
Transparent
We’re a fee-only firm.
It’s our fiduciary responsibility to deliver meaningful and accessible advice based on your best financial interests.
Comprehensive
Get financial planning and investment management all under one roof.
We can build a comprehensive financial strategy that takes both into account.
Make confident
financial decisions
Mallard Financial Partners are fee-only financial planners who work with individuals and organizations across the United States.
From new families, individuals, and retirees to small businesses and nonprofits, we offer financial planning and investment management services to help you prepare for your future.
Individuals & Families
At Mallard, we can help with fee-only wealth management and financial planning throughout each of life’s stages.
Nonprofits
Use your investments as part of a strong financial foundation, that helps you fulfill your mission.
Set yourself up for financial success
You try to make strategic, long-term financial decisions that allow you to meet your goals.
And yet, after several years of budgeting, saving, and financial planning, you might still wonder whether you can:
Afford the down payment on your dream home.
Ensure your family is taken care of if you have a health emergency.
Build a tax strategy that puts more money in your pocket.
Pay for your family’s education while ensuring you can retire comfortably.
Planning for the future isn’t easy. You shouldn’t have to navigate that path alone.
Mallard Financial Partners has options for you
When you work with us, your needs always come first.
Our team is here to build financial management strategies that meet your needs, keep risk in check, and allow you to spend less time thinking about money.
Let’s work together to establish your goals and create a plan for keeping your finances on track.
Take the next step toward reaching your financial freedom
Book a free, 60-minute discovery session with Mallard Financial Partners.
Whether you’re seeking financial planning, investment management, or both, we have options. Our team will help create a strategy for you, your family, and your future.
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Disclosures
Mallard Financial Partners is a tradename. All services provided by Mallard Financial Partners investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Mallard Financial Partners.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
©2023 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email privacy@merceradvisors.com.
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