Mallard Financial Partners

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.

BOOK YOUR DISCOVERY MEETING

We use cookies to improve your experience and to help us understand how you use our site. Please refer to our cookie notice and privacy statement for more information regarding cookies and other third-party tracking that may be enabled.