A different approach to wealth management
We believe professional wealth management has only one definition of success: when our work allows investors to realize their lifestyle and financial goals. Our thorough, thoughtful, risk-based strategies are designed to support your greatest objectives, so you have the freedom to enjoy them.
Discover a new way to pursue your financial goals. Discover Magellan Financial.
Our entire team collaborates on every client’s account, providing 85 years of combined experience throughout each financial stage.
Every strategy we design and investment decision we make is built to support the wealth management plan that is the foundation of your financial future.
We believe hands-on money management helps ensure our clients’ portfolios adapt to the ever-changing investment landscape with nimble, research-driven adjustments.
From investment strategies that support retirement planning goals to transferring closely-held businesses, we can serve as your one financial resource through our depth and breadth of services.