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Mallory W
CFP®, Series 63
Huntersville, NC
Aerden LLC
Mallory Warren is a CFP® with eight years of industry experience, currently serving as the sole advisor at Aerden LLC. Her prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of her advisory work, she operates a digital financial-education practice. Aerden LLC provides fee-only, advice-only financial planning to individuals and families through one-time engagements focused on either specific questions or comprehensive plans. The firm does not manage client assets but emphasizes long-term strategic asset allocation based on Modern Portfolio Theory, fundamental fund analysis, and considerations of diversification, cost, and taxes.
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