Mallard Advisors, LLC is a fully independent Fee-Only™ financial advisory firm with offices in Newark and Hockessin, Delaware. Mallard provides objective comprehensive financial planning and wealth management for individuals.

Our advice is tailored to your unique circumstances, considering both financial and non-financial factors.

Financial Planning Services May Include: Wealth Management Services May Include:
  • Sophisticated Retirement Planning
  • Investment Consulting
  • Financial Security Evaluation
  • Tax Planning
  • Pension Option Evaluation
  • IRA Distribution Planning
  • Discretionary Portfolio Management
  • Tax-Sensitive Investing
  • One-Time Investment Check-Ups
  • Socially Responsible Investing
  • Sophisticated Risk-Tolerance Review

All Mallard advisors provide services on an objective Fee-Only™ basis - we are compensated only by our clients and never via commissions, sale of products, or referral fees. We are free of the conflicts of interest that you may find from a brokerage firm or insurance company. In other words, you can be sure that we will recommend a course of action based only upon strategic financial considerations. This results in unbiased professional service provided solely for the benefit of our clients.

Hockessin Office: 302-239-1654 // Newark Office: 302-737-4546

        

 
273 E Main St, Ste E
Newark, DE   19711
Phone 888-737-4546    Fax 302-397-2675
info@mallardadvisors.com

We do not render or offer personalized investment advice through this web site. This site is limited to the dissemination of general information on Mallard Advisors, LLC's service offering and provides an efficient mechanism in which a prospective client may contact Mallard.

Mallard Advisors, LLC is a registered investment advisor with the Securities & Exchange Commission (SEC). A current copy of Mallard's disclosure form ADV is available on this website, and will be provided to you upon request.

Information associated with this website is believed to be accurate, however, Mallard Advisors, LLC makes no guarantee to this fact and we have no control over the accuracy of information on the websites found through the links within.
©2010 Mallard Advisors, LLC. All rights reserved.