Mallard Financial Partners traces its roots back to Mallard Asset Management, which was originally founded in 1996. 

Mallard Financial Partners, or Mallard for short, has 3 divisions: Financial Planning, Operations, and Nonprofit. Our broad sets of skills and knowledge complement each other, making us more than the sum of our employees’ skills and enabling us to serve our client in the most effective way possible.

We believe that fostering a culture of trust and client-first decision making starts with having compassionate and empathetic employees.