Customized, holistic investment management and financial planning services tailored to your goals.
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.
Budgeting. Retirement planning. Cash flow. Create a plan for meeting current and future financial needs.
Build confidence your active portfolio management is in-line with your long-term goals.
Gain insight on how to protect your assets through managing your risk exposure.
Incorporate ongoing tax strategies into your financial plan.
Feel peace of mind. Build a plan for handling your assets, family, and personal affairs.
Diversify your assets and establish a customized financial strategy for managing your stock portfolio.
Saving for college? You have options. Create an investment strategy for financing an education.
We’ll help with financial planning for achieving your goals like funding a degree, buying a house, and more.
Planning for the future can be daunting. Our retirement planning advisors can help build a plan for transitioning into a peaceful retirement.
Whether saving for college or transferring assets to your children, we’ll give you advice on managing family finances and preparing for the future.
Nobody should face these difficult times alone. Our team is here to make sense of your finances.
We take the guesswork out of building an investment strategy for your business.
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.
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).
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.