Mary Goles's Contact Details

Mary Goles's Company Details

Maller Wealth Advisors

Cockeysville, MD, US • 20 - 49 Employees
Financial Services

Maller Wealth Advisors – headquartered in Hunt Valley, Maryland – is a preeminent investment management and financial planning firm that offers high-income and ultra-high-net-worth individuals and business owners unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, we help individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. With almost 30 years of serving clients, MWA has provided financial advice during good times and bad. Regardless of market conditions, we employ a time-tested approach to identify appropriate opportunities while helping our clients avoid pitfalls. We also work closely with our clients' other advisors to ensure that our proposed solutions complement any of our clients' existing business, estate tax, or investment strategies.Founded by Peter Maller, MWA was built on a single premise: that our clients deserve exceptional service. This is the yardstick against which we measure everything we do. Because loyal and delighted clients are the root of our firm's success, we place tremendous value in developing and maintaining long-term relationships with each and every one of our clients.Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com.Registered associates of Maller Wealth Advisors are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors. CRN-2641972-071519