Thoughtful Planning

Working together,
building your financial security.

Smart Investing

Strategic Asset Allocation
Tax Sensitive Investing

Our Top Priority:
Your Best Interest

We are a Fee-Only firm.

Mallard Financial specializes in solutions.

Whether you are seeking financial planning, investment management, or both, we are ready to lend a hand. Learn more about our philosophy to see if it aligns with your needs and goals.


Financial planning and investment management complement each other. We use them both to help our clients reach their goals.


Each of our clients has a unique story, but they share a common thread: our approach starts with their needs.


We are a Fee-Only firm. That means no one will come between your interests and our advice. Simple, right?