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.
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.
We’re a fee-only firm.
It’s our fiduciary responsibility to deliver meaningful and accessible advice based on your best financial interests.
Get financial planning and investment management all under one roof.
We can build a comprehensive financial strategy that takes both into account.
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.
At Mallard, we can help with fee-only wealth management and financial planning throughout each of life’s stages.
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.
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.
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.