Your trusted fiduciary advisors through all of life’s stages
Fee-only financial planning services in the tri-state area.
Fiduciary advisors in Newark: Our Services
Financial planning
Investment management
Risk management
Tax strategies
Estate Planning
Education Saving
Stock Planning
Retirement Planning
You try doing the right thing with your finances
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.
Fee-only Delaware financial advisors
for more than 25 years
Always fee-only
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.
Your partner, above all
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.
Full House, In House
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 team
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.
Delaware financial planning you can trust
Book a consultation with us and experience the confidence that comes with working alongside fiduciary advisors.
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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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