Mallard Financial Partners

Working together, building your financial security.

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.


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


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


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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