Mallard Financial Partners Inc.

Mallard Financial Partners Inc. At Mallard Financial Partners, we’ve been helping clients along their path to long-term financial security for more than 25 years.

We are a fee-only firm that offers ongoing Financial Planning, and Investment Management services. 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 f

inancial 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.

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

Financial exploitation hurts us all. Mallard is proud to announce that we have earned the AARP BankSafe Trained Seal in ...
07/19/2023

Financial exploitation hurts us all. Mallard is proud to announce that we have earned the AARP BankSafe Trained Seal in recognition of the training we have undergone and the policies we have in place to better protect the assets of older Americans.

Click here to get the most recent update from the Mallard team.

Don’t wait until retirement to start living your dream! With proper planning, you can start enjoying the lifestyle you’v...
07/17/2023

Don’t wait until retirement to start living your dream! With proper planning, you can start enjoying the lifestyle you’ve always envisioned.

Get financial planning and investment management all under one roof. At Mallard Financial Partners, we can build a compr...
07/14/2023

Get financial planning and investment management all under one roof. At Mallard Financial Partners, we can build a comprehensive financial strategy that takes both into account. Learn more by reaching out to us today.

As Financial Advisors in Newark and Wilmington, DE, we specialize in Retirement Planning and Investment Management. Call us for a free review today!

Whether you are just starting your career, are nearing retirement, or fall somewhere in between, it’s not too late to ma...
07/12/2023

Whether you are just starting your career, are nearing retirement, or fall somewhere in between, it’s not too late to make your dream financial future a reality. If you don’t know where to start, reach out to us today to schedule a no-obligation Discovery Meeting.

Seeing clients make progress toward their long-held goals is one of the many reasons I love what I do.

Planning for the future can be daunting. Our retirement planning advisors can help build a plan for transitioning into a...
07/10/2023

Planning for the future can be daunting. Our retirement planning advisors can help build a plan for transitioning into a peaceful retirement. We welcome the opportunity to help you develop and implement the legacy you desire. Contact us today!

Customized, holistic investment management and financial planning services tailored to your goals: Financial Planning, Investment Management, & More.

There are no cookie cutters at Mallard when it comes to investment management. Your account is managed specifically for ...
07/07/2023

There are no cookie cutters at Mallard when it comes to investment management. Your account is managed specifically for your needs.

Mallard Financial Partners works with financial planning clients including families, retirees, small business owners, & nonprofits. No Hidden Fees.

Newark, DE, is a vibrant community with a variety of things to see and do. Here are some of the reasons why I love livin...
07/05/2023

Newark, DE, is a vibrant community with a variety of things to see and do. Here are some of the reasons why I love living and working here.

Happy Fourth of July 🇺🇲 We hope you have a safe and enjoyable holiday with your friends and loved ones!
07/04/2023

Happy Fourth of July 🇺🇲

We hope you have a safe and enjoyable holiday with your friends and loved ones!

Want to stay up to date and have your financial news delivered directly to your inbox?Sign up for our newsletter today!
07/03/2023

Want to stay up to date and have your financial news delivered directly to your inbox?

Sign up for our newsletter today!

Click here to get the most recent update from the Mallard team.

At our firm, we believe in the importance of striking a balance between working toward a long-term goal like retirement ...
06/30/2023

At our firm, we believe in the importance of striking a balance between working toward a long-term goal like retirement and making sure you appreciate your everyday experiences. And because the future is unpredictable, we want to help you make the most of the present moment before it slips away.

Don’t wait until retirement to start living your dream! With proper planning, you can start enjoying the lifestyle you’ve always envisioned.

Whether you're retirement planning, paying down debt, or saving for college, Mallard Financial Partners is a team of fee...
06/28/2023

Whether you're retirement planning, paying down debt, or saving for college, Mallard Financial Partners is a team of fee-only financial planners committed to supporting your financial journey.

Fee-only Delaware financial advisors for more than 25 years. Mallard Financial Partners puts your values and goals ahead of ours.

We believe that fostering a culture of trust and client-first decision-making starts with having compassionate and hones...
06/26/2023

We believe that fostering a culture of trust and client-first decision-making starts with having compassionate and honest employees. Take a moment to meet our team:

We believe that fostering a culture of trust starts with having an honest team.

Address

750 Barksdale Road
Newark, DE
19711

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13027374546

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