Services
Customized, holistic investment management and financial planning services tailored to your goals.
Tri-state financial advisors:
Fee-only financial planning services
Experience a thoughtful, attentive team dedicated to helping you plan your financial future.
Whether you’re building a tax strategy or looking to grow your nest egg, Mallard Financial Partners offers guidance to help you move toward financial security.
Comprehensive services to build your financial security
Financial Planning
Budgeting. Retirement planning. Cash flow. Create a plan for meeting current and future financial needs.
Investment Management
Build confidence your active portfolio management is in-line with your long-term goals.
Risk Management
Gain insight on how to protect your assets through managing your risk exposure.
Tax Strategies
Incorporate ongoing tax strategies into your financial plan.
Estate Planning
Feel peace of mind. Build a plan for handling your assets, family, and personal affairs.
Stock Management
Diversify your assets and establish a customized financial strategy for managing your stock portfolio.
Education Savings
Saving for college? You have options. Create an investment strategy for financing an education.
Who our fiduciary advisors serve
Working Professionals
We’ll help with financial planning for achieving your goals like funding a degree, buying a house, and more.
Retirement
Planning for the future can be daunting. Our retirement planning advisors can help build a plan for transitioning into a peaceful retirement.
Families
Whether saving for college or transferring assets to your children, we’ll give you advice on managing family finances and preparing for the future.
Divorcees & Widowers
Nobody should face these difficult times alone. Our team is here to make sense of your finances.
Business Owners
We take the guesswork out of building an investment strategy for your business.
Our financial planning process
At Mallard Financial Partners, we pride ourselves on building financial management strategies tailored to each customer. We can customize our process to meet you where you are on your financial journey.
Working with us generally includes three 45-60 minute meetings in the first year where we’ll help you to:
Complete your account opening paperwork
Organize your finances
Document your needs in an Investment Policy Statement
Develop a strategy for ongoing financial planning
After creating a plan, we’ll revisit your finances each year or after a major life event. We know life happens, and we’re here to help you adjust with your circumstances.
Pricing & Financial Advisory Fees
We charge for ongoing financial planning and investment management services based on the value of your portfolio - your Assets Under Management (AUM). The fees are charged quarterly, based on our annual rates.
View our ADV Brochure for more details (linked below).
Ready to get started?
Schedule a no-obligation Discovery Meeting (virtual or in-person) where we will learn about your needs and goals, you’ll learn about our process, and the tools we use. By the end of our meeting you should feel well informed to decide the next-steps for your financial journey.
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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.
Terms & Conditions | Privacy Notice | Form CRS
Mallard Financial Partners: Form CRS | ADV Brochure
