Mallory Wealth Management

Mallory Wealth Management is a wealth management firm in Ontario, CA. The firm provides fee-based financial planning to professionals and retirees both in person and virtually via phone and Zoom. Serving clients nationwide, the firm specializes in helping high-net-worth individuals and families replace financial uncertainty with actionable plans. Mallory Wealth Management holds a 5.00 rating.

Led by Malik Mallory, the boutique firm focuses on delivering clarity, confidence, and control through a personalized approach. Clients work directly with Mr. Mallory, who is supported by a dedicated Director of Operations to ensure a coordinated and responsive experience. The firm utilizes a five-step clarity process that involves organizing financial information into a dashboard, prioritizing goals, developing tailored strategies, testing plans against various scenarios, and performing regular reviews. The mission is centered on providing honest, transparent, and fiduciary advice to help clients make informed decisions regarding their assets and long-term security.

The office is located on North Haven Avenue in Ontario, near the San Bernardino Freeway and the I-10 Metro ExpressLanes. The business is situated a short distance from the California 35th District U.S. House of Representatives office.

The business maintains well-documented information online and features a well-optimized website that is easily read by search engines.

Mallory Wealth Management provides specialized financial guidance and personalized service to the professionals and retirees of Ontario and beyond.