Malik Mallory AAMS®, CRPC®

Most people are guessing when it comes to their money. I build financial plans that replace uncertainty with clarity — so you know where you stand, what to do next, and how to stay on track long term.

I started Mallory Wealth Management after walking away from a corporate career that no longer aligned with my values. While working at a Fortune 500 company — earning a master’s degree and putting in long hours — I realized the system wasn’t designed to reward growth, ownership, or meaningful impact. I didn’t just want a career. I wanted to help people answer one of the most important questions of their lives:

Will I have enough?

Today, I work with high-net-worth professionals and retirees who are serious about getting it right. My clients want more than performance updates. They want proactive planning, strategic guidance, and a trusted advisor who can see the full picture — and act on it. That’s exactly what I strive to deliver.

As an independent financial advisor, I serve as the central hub of your financial life — coordinating your investment strategy, retirement planning, estate considerations, and tax strategy in collaboration with trusted CPAs and attorneys. You won’t be left wondering whether you’re on track.

I hold the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations, and am committed to delivering the highest standard of guidance to every client I serve.

Outside the office, I’m usually with my wife and two kids, working on my golf game, or watching football. But even then, the work matters — because the stakes are high for the people who trust me with their financial future.

If you have $500,000 or more in investable assets and want a clear, actionable plan for your financial life, let’s talk. I offer a complimentary review of outside accounts and retirement plans to help identify overlooked risks, smarter strategies, and more efficient ways to potentially grow and preserve your wealth.