About Mallery Financial

Mission

Mallery Financial is dedicated to helping clients create financial security, personal freedom, and legacies of choice by achieving specific financial goals through strategies that are custom tailored to each client’s needs, goals, and values.

Guiding Principles

    • Put the client’s needs first, always

    • Listen; understand the client’s circumstances, needs, goals, and values

    • Hold all client information in strict confidentiality

    • Act with complete transparency in the discovery, communication, and implementation process

    • Use all available resources to help ensure the thoroughness of the analysis

    • Explore all available options to help ensure the suitability of the solution

    • Remain objective with respect to specific company or product recommendations

    • Deliver high value, cost-effectively

    • Exceed expectations for ongoing service

    • Seek a long-term relationship based on trust, not a utilitarian relationship based on transactions

    • Value reputation over income

How I Work

    My highest aspiration is to build strong bonds of trust with my clients, based on the personal and technical values that I bring to my work. 

    On the personal side, I am committed to listening and to service. Your goals, your circumstances, your values, and your vision are the drivers of the process. My intake process is designed to help define what it is you want to accomplish, and that becomes the roadmap for our work together.

    On the technical side, I am committed to providing state-of-the-art solutions grounded in smart strategies. I have access to a variety of insurance carriers and investment options, and I know how to use them.

    A defining characteristic of the way I do business is what I call ‘transparency’  -- no mysteries, no  surprises, no hidden agendas and no pressure.  I am committed to full disclosure throughout  the process.

    My goal is your security, from the way you are treated in my office to the ultimate outcome to your bottom line.  My hope is that I can make the process less daunting, more empowering, and relentlessly focused on the accomplishment of your goals.

    I don’t expect you to trust me based on what I say here, but I do expect to be able to earn your trust by delivering on my commitments as we work together.