Mallard Financial Partners

Working together, building your financial security.

The health and safety of our employees and clients is our first priority. Mallard’s physical office in Newark, DE is open for scheduled meetings with necessary safety precautions. Much of our staff continues to work from home allowing us to always hold virtual meetings, and scheduled in-office meetings with face coverings.

We continue to be reachable by phone and email, with our phone lines operating normally.

In order to help our clients during these uncertain times, Mallard will offer Monthly Market Check-Ins via conference call. 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).

The Mallard Market Check-Ins will be held the first Thursday of the month, at 12 noon EDT. To access this meeting please call 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.

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