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Mallard Advisors, LLC

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Mallard Advisors, LLC

Overview:

Mallard Advisors, LLC is a fully independent Fee-Only™ financial advisory firm with offices in Newark and Hockessin, Delaware. Mallard provides objective comprehensive financial planning and wealth management for individuals.

Our advice is tailored to your unique circumstances, considering both financial and non-financial factors.
Financial Planning Services May Include:
- Sophisticated Retirement Planning
- Investment Consulting
- Financial Security Evaluation
- Tax Planning
- Pension Option Evaluation
- IRA Distribution Planning
Wealth Management Services May Include:
- Discretionary Portfolio Management
- Tax-Sensitive Investing
- One-Time Investment Check-Ups
- Socially Responsible Investing
- Sophisticated Risk-Tolerance Review

All Mallard advisors provide services on an objective Fee-Only™ basis - we are compensated only by our clients and never via commissions, sale of products, or referral fees. We are free of the conflicts of interest that you may find from a brokerage firm or insurance company. In other words, you can be sure that we will recommend a course of action based only upon strategic financial considerations. This results in unbiased professional service provided solely for the benefit of our clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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