Mallard Financial Partners Inc. Employee Directory

Financial ServicesDelaware, United States11-50 Employees

Mallard Financial Partners is a team of fee-only financial planners committed to supporting your financial journey.

At Mallard Financial Partners, we pride ourselves on building financial management strategies tailored to each customer. We can customize our process to meet you where you are on your financial journey.

Experience a thoughtful, attentive team dedicated to helping you plan your financial future.

Whether you’re building a tax strategy or looking to grow your nest egg, Mallard Financial Partners offers guidance to help you move toward financial security.

Announcing our new Nonprofit Division! Created especially for small to medium-sized nonprofits who have their money just sitting in a bank or in CDs.

Being intentional and strategic about your nonprofit's investments ensures it can deliver the best possible services.

When you work with Mallard Financial Partners, our team is committed to taking the worry out of managing your investments, so you can focus on positively impacting our community.

To learn more about Mallard Financial Partners, please visit https://www.mallardfinancial.com/

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Mallard Financial Partners Inc. (Mallard) is registered with the Securities and Exchange Commission as an Investment Adviser that provides investment advisory services. Brokerage and investment advisory services and fees differ, and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at www.investor.gov/CRS, which also provides education materials about broker-dealers, investment advisers, and investing.

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