Fee-only financial planning services in the tri-state area.
As you’re working toward your goals, it’s easy to feel overwhelmed and second-guess every decision that comes your way.
You’re not alone if you have questions, feel confused, or need a helping hand creating sustainable financial management strategies.
Whether you’re retirement planning, paying down debt, or saving for college, Mallard Financial Partners is a team of fee-only financial planners committed to supporting your financial journey.
No commission. No fees. No agenda.
As fee-only financial advisors, Mallard Financial Partners puts your values and goals ahead of ours. It’s our fiduciary responsibility to act in your best interest.
When you work with us, we’ll never try to upsell you, and your needs are always our top priority.
At Mallard Financial Partners, you’re more than just a number. We’re fiduciary advisors and your long-term financial partner, so we want to see you succeed.
Talk to us about your financial history, challenges, and priorities. We’ll make sure you feel heard and help you create a personalized financial strategy to get you where you want to go.
Get all of your financial management concerns taken care of under one roof. Our team will handle your investment management and financial planning needs.
We’ll review your whole financial picture—including your investments, debts, and assets—to help you implement a financial strategy that makes you feel confident.
Our advisors are Certified Financial Planners (CFP®). When you work with our team you and your needs is our only focus.
As fee-only financial planners, we’ll give you our full attention and help you prepare for the future.
Book a consultation with us and experience the confidence that comes with working alongside fiduciary advisors.