Magellan Financial

Our wealth advisory team can help optimize your financial life

Magellan - OurTeam

We are a driven, multigenerational, and full-service family home office that provides meaningful guidance and an elevated standard of care for successful individuals, families, and business owners locally and around the country.

Our mission is to become our clients’ most essential advisor and advocate as we guide them through life’s most important decisions. We achieve this by leveraging a unique combination of experience, resources, and passion for making a difference as we help them define and pursue what matters most for today and for future generations.

Core Values

Team

Everyone matters, and everyone has a role

Honesty & Integrity

Actions align with our principles

Enthusiasm, Tenacity & Professionalism

Drive success with passion and persistence

Service

Customer above all else

Service

Contact Magellan Financial

For More Information About The Many Types Of Clients We Are Proud To Serve, Contact Our Team Of Financial Advisors Today!

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