Helping you achieve your best financial life.
What We’re About
Our mission is to enhance our clients’ financial independence, by delivering highly customized and integrated wealth management services.
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We create financial plans for our clients that are probability tested for success and provide confidence that they are going to be OK.
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Our investment and insurance partners are longstanding and reliable.
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We are passionate about helping our clients solve their financial puzzles.
Better Results for Everyone
We take an integrated approach to solving your financial puzzles. That means we bring together a network of professional advisors to create highly customized and holistic plans focusing on tax efficient wealth accumulation and risk mitigation.
Organized
Knowledgeable
Objective
Proactive
Accountable
Retirement Planning
We have strategies of saving, investing, and distributing money for whichever place you’re currently at.
Tax Planning
We create tax efficient saving methods for your personal situation and combine them with your overall wealth plan.
Charitable Giving
We use our expertise to create a smart charitable giving strategy that makes the most out of available tax benefits.
Investment Planning
Investing can be an overwhelming and confusing experience. We’re here to cut the complication by planning and managing your portfolio, educating you along the way.
Estate Planning
From houses, cars, and stocks to life insurance, pensions, taxes and more, we consider everything in your estate and arrange for your wishes to be carried out.
Risk Management
Our goal is to protect you from all the “what ifs” life throws your way. We identify and quantify those risks while determining ways to minimize any financial loss.
Trusted Relationships
“I feel that my retirement isn’t that far away and I am very confident moving in that direction. They have helped me and guided me down that path and I don’t know if anyone else could have done that.”
— Janet Corrigal
“The thing that has impressed me the most about them is the ability to become good friends and trusted advisors. I would be very comfortable recommending Mallard Wealth Advisors to any of my friends.”
— Bill Haver
“They treat you one on one. It is about you. They think of how they can assist you with your personal goals, family goals, and retirement goals, but they do it in a way that always makes you feel comfortable.”
— Brent Marjerison
Why work with an advisor?
Households with an advisor for 15 years or more accumulated 290% more assets — almost three times as much — than equivalent non-advised households.
Clients who stopped working with an advisors between 2010 and 2014 lost a significant percentage of their asset values (34.2%), while clients who kept their advisors saw asset values grow (by 26%).
See Assante Wealth Management for more stats regarding the advisor advantage.
