Mallard Financial Partners

Working together, building your financial security.

As of March 24th Mallard’s Newark physical office will be closed until further notice. Staff will be working from their homes during regular office hours, Monday-Friday, 9-5pm. We continue to be reachable by phone and email, Our phone lines are operating normally, we will continue to be able to answer your voice mail or emails within one business day.

In order to help our clients during these uncertain times, Mallard will offer Market Check-Ins via conference call twice a week. During these Check-Ins a Mallard Investment member will be present to answer any general market question you have, along with providing market updates and assessments. We ask that current clients reach out to their Mallard Advisor for any personal financial questions they may have via email or phone (302-737-4546). These regularly scheduled conference calls will continue until we are able to re-open our physical office.

The Mallard Market Check-Ins will be held Every Monday and Thursday at 12 noon EST, starting Thursday, March 26. To access this service please call the Toll Free: 888-617-3400 and use the following Passcode when prompted 391648.

Stay Safe, Stay Healthy, and Mallard wishes you and your family all the best.

Whether you’re seeking financial planning, investment management, or both, Mallard has options for you.  Mallard Financial Partners works with you to create long-term strategies to help meet your financial goals. From personalized financial advice to a thoughtful investment strategy, we can help plan your financial future.

Personal

At Mallard, we start with defining your needs and addressing your questions.

Transparent

We are a Fee-Only(TM) firm.
We put your interests first and provide tailored advice to suit your needs.

Comprehensive

Financial Planning and Investment Management complement one another.
We offer both.

Mallard’s quarterly Newsletter provides you with informative articles. Our Market Reviews offer timely market analysis. All articles are written by our own team members to keep you financially informed. 

You can read previous articles here.