About Mallard

We are based in Newark, Delaware and serve clients across the US.
We work with individuals, families, small businesses, trusts, and nonprofits.
Mallard specializes in client-first financial planning and investment management.

Board of Directors

L-R: Susan, Jacqie, Pam, and Paul.

Mallard Financial Partners is a member of many professional organizations, including the National Association of Personal Financial Advisors. Our Advisors regularly attend conferences to keep current with financial industry changes.

At Mallard Financial Partners, we pride ourselves on our integrity and bringing you sound financial advice. Let us be your partner in your financial future. At FINRA's BrokerCheck you can view unbiased background of Mallard and its Advisors.