Founded in 2002, Mallard Advisors, LLC is a Registered Investment Advisor that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides comprehensive, objective financial guidance through services that include investment management, retirement planning, estate planning, and tax strategies. They emphasize a fee-only compensation model to avoid conflicts of interest, serving a clientele of high-net-worth individuals and families primarily in the United States.

Founded in

United States