Welcome to the Magellan Family
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Chart Your Course with Comprehensive Wealth Planning
You can employ the best attorney, the best accountant, and the best financial planner. But if they aren't coordinating their efforts, there are likely gaps in your planning. Our comprehensive wealth planning service ensures your personal investment approach is both seamless and strategic.
WHY YOU INVEST IS AS IMPORTANT AS HOW YOU INVEST.
The purpose of your investments dictates your strategy. We'll start creating your personal investment strategy based on two key questions: how much retirement income do you want, and when do you want it?
THE BETTER YOU DO, THE BETTER WE DO.
As a Fiduciary, we have a desire and duty to put your interests ahead of our own. Rather than pushing products or services, we let your customized Needs-Based Assessment determine our approach.
COORDINATION IS THE KEY.
Traditional financial planning teams are clunky. You're left juggling lawyers and CPAs who just aren't on the same page...if you can even get them on the same phone call. Our team of professionals collaborates and consults so you can feel confident there are no lingering gaps in your financial plans.
Timely conversations.
Valuable insights.
Stay abreast of what's happening in the stock market, the economy, and the political landscape and how it relates to investing today.