Tired of investment brokers begging you to buy their favorite commission product?
Mavy Investments takes a totally different approach to saving and investing!
You've worked hard to get to where you are. As your financial situation continues to grow in size and complexity, each year bringing a new stage of life, managing your investments will take more time, energy, and desire. Perhaps you need some constructive advice or a second opinion.
Don't settle for less than a true professional. You deserve educated, unbiased, and trustworthy advice.
Mavy Investment Strategies is a Fee-Only financial planning firm. There's no commission selling, and plenty of good advice. We offer comprehensive financial planning and wealth management advice to individuals, families, and small businesses. It is our mission to help you care for and grow what you already have, while ensuring you will be taken care of in the future.
Ben Mavy takes a different approach that you won't find at a brokerage company or oversized firm.
This website provides general information on our services and a way for you to contact us. We do not render personalized financial planning or investment advice through the website. Advice may only be rendered after the delivery of Form ADV-Part II, the execution of an investment advisory and/or financial planning agreement, and the initial payment of a planning fee or investment advisory fee. We offer to deliver, without charge, a copy of our brochure (ADV Part II) upon request.
This website is for informational purposes only and does not constitute a complete description of Financial Planning or Investment Management services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. There are no warranties, express or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any "linked" web site.
PASSWORD-PROTECTED AREAS: Some of the material, notably under CLient Access, is password-protected and access to these areas is restricted to authorized users only.
Have you retired or changed employers? Ask us about your options for your company retirement plan.
Have you been affected by the economy?
Don't touch that retirement account before you give us a call! There may be a better solution than getting hit with early withdrawal penalties.
Mutual Funds or ETF's?
What's the difference, and where should you invest? We've got the answers.