We are Mallard Financial Partners -- your trusted partner for valued financial advice. Our Fee-Only services model means we are a fiduciary, always working in your best interest. From creating your customized financial plan to managing all or part of your assets, we work with you every step of the way. Your financial happiness is our goal. We have over 180 clients, with portfolios ranging from $20,000 to over $10 million. We work with individuals, small businesses, estates, family trusts, and nonprofits. We can provide you with any or all of the following: ● investment management ● education planning ● estate planning ● financial planning ● insurance review ● cash flow management ● retirement planning ● tax planning All of these services are personal and confidential. Contact us to schedule your FREE, no obligation 60 minute meeting. You’ll learn more about what we do and we’ll learn more about your needs. We can then work together to build your financial security. 302-737-4546 or info@mallardfinancial.com 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. We can help with: - Customized investment management - Opportunity for multiple investment pools - Quarterly portfolio rebalancing and reporting - Providing continuity of investment management as volunteers change - Dedicated client support team - Educational meetings with Board or Finance Committee - Helping supporters donate appreciated stock All at discounted fees – because we want to help nonprofits make the world a better place. To learn more, contact Pam Baumbach, Director of the Nonprofit Division at 302-737-4546 or pam@mallardfinancial.com.