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About Mallery Financial

Our fundamental commitment: To help you do important things with your money. Every client’s “important” is different and unique. Sometimes “important” doesn’t look earthshaking. Sometimes it’s transformational. The only thing that matters to us is what’s important to you and helping you achieve it. Because that’s the highest value of money.

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Our Perspective

“Fear grows in darkness; if you think there’s a bogeyman about, turn on the light.”
—Dorothy Thompson, Journalist

We believe in the power of objectivity, transparency, and light to assuage fears and reveal the path to accomplishing your goals.

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Fiduciary Standard of Care

The fiduciary standard of care is about doing the right thing for the right reasons. What that means in practice is that we pledge to act solely in your best interests, to place our primary loyalty to you, and to fully disclose all compensation and any other fees. It also means...

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Our Services


Services to Non-Profits

Financial Stewardship Support Board members of non-profits carry responsibility for the governance and stewardship of their organizations. Among their many responsibilities, they are the financial stewards of the organization, charged with ensuring the prudent and appropriate use of the organization...


We are passionate supporters of philanthropic giving. Individual generosity is crucial for the promotion and sustenance of countless values-based organizations and their programs and services. We want to help you make the biggest impact while optimizing effectiveness, ease, and efficiency for you...

Insurance Consulting

Our insurance consulting service offers you impartial analysis and advice, independent of concerns about sales commissions. We empower you to flip the script from being a target of a sale to having access to trusted, impartial analysis and advice. Our fiduciary approach sets our process apart from the typical sales process.

Our Team

Learn More About What We Do and How We Work


Who We Are, What We Do


Personal Financial Website


Tailored Investment Framework


Fiduciary Practices

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