A complete list of active advisors currently associated with Mallery Financial
Warmer can help you find a great advisor at Mallery Financial or one who fits your needs even better.
Mallery Financial serves individuals (including high‑net‑worth clients), trusts, estates, businesses, retirement plans and non‑profit organizations, providing investment management, financial planning, retirement‑plan consulting, and insurance consulting. The firm works with both discretionary and non‑discretionary accounts and may implement advice directly or through third‑party money managers and model portfolios. The firm describes a fiduciary, information‑driven approach that emphasizes thorough client intake, personalized recommendations, and a “concierge” account‑onboarding process, with periodic monitoring and quarterly reporting. Investment offerings include customized portfolios (security exclusions/inclusions and special‑purpose accounts), a suite of model allocations from capital preservation to aggressive growth, and access to third‑party strategies that support values‑based direct indexing, algorithmic/AI‑assisted trading, and tax management, as well as limited‑liquidity interval funds for alternative exposures. Compared with many small adviser firms, Mallery Financial discloses access to specific direct‑indexing and values‑aligned programs (including relationships referenced in the brochure such as First Affirmative’s VADIS and an AI direct‑indexing solution) and documents that a screening service (YourStake) became available through a third‑party manager relationship, a potential conflict it discloses. The firm also provides insurance consulting and its owner/associated person(s) are licensed to sell insurance products and may receive commissions; the brochure notes this conflict and states it will be disclosed to clients when applicable.
To learn more about the advisors currently working at Mallery Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Eugene, OR
| 22
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)