Independent Advice.
Trusted Relationships.
Welcome. I'm Austin Mall, CFP®. I believe financial advice should be personal, independent, and built around trust. As an independent fiduciary, my responsibility is to you.
Helping families make wise long-term decisions that reflect their deepest values.
Why I believe financial advice should be personal.
Founder's video coming soon
Our Services
Comprehensive financial planning and fiduciary investment management for every stage of life.
Financial Planning
A comprehensive roadmap that aligns your finances with your goals, values, and priorities.
Investment Management
Personalized portfolios designed around your objectives, risk tolerance, and time horizon.
Retirement Planning
Sustainable income strategies including Social Security, Medicare, and RMDs.
Tax-Efficient Wealth Strategies
Opportunities to reduce lifetime tax exposure and improve after-tax outcomes.
Estate & Legacy Planning
Help ensure assets transfer according to your wishes with fewer complications.
Risk Management & Insurance Review
Evaluate risks that could impact your financial security and protection strategies.
Education-First Financial Planning
As an independent fiduciary, I don't answer to shareholders or product manufacturers. My responsibility is to you.
Before becoming a financial planner, I was a teacher and coach. Those experiences taught me that good advice begins with education. My goal isn't simply to tell clients what to do; it's to help them understand their options and make confident decisions.
Insights & Education
Stay informed with practical financial insights.
Meet Austin Mall
Founder & CFP® Professional
Dear Reader — My name is Austin Mall, and I am a CERTIFIED FINANCIAL PLANNER® professional. I founded Mall Family Wealth to provide independent, family-focused financial advice grounded in trust and long-term relationships.
As a CFP® professional and fiduciary, I am obligated to put your interests first when providing financial advice. The question isn't why I do that. The question is: Why would anyone expect anything less?
As the oldest of six children in a blended family, I learned that every person and every family is unique. That's why I don't believe in one-size-fits-all financial advice.
Ready to get started?
Every financial journey starts with a conversation. Whether you're building a financial plan for the first time or looking for a fresh perspective on an existing one, I'd be happy to discuss your situation and see if we're a good fit. Your first consultation is complimentary, confidential, and completely pressure-free.