Start financial planning today

We’re so excited to be part of your financial journey! Schedule your free discovery session by calling us at 302-737-4546.

Our office (with plenty of free parking) is located at:

750 Barksdale Road
Newark, DE 19711

Request a Conversation via Email:

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.

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.

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.

Terms & Conditions | Privacy Notice | Form CRS

Mallard Financial Partners: Form CRS | ADV Brochure