MUMY FINANCIAL ADVISORS

"Guiding you through your financial journey of life"

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FOR FAMILIES

Holistic financial plans for families as unique as yours

YOUR MONEY.

YOUR WAY.

A solid future begins with a firm foundation. With a written financial plan we are able to navigate clients through their financial journey of life.

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CLIENTS COME FIRST

 PERIOD.

 

What makes us different? Each day we get the opportunity to make someone's life a little easier. Our goal is to educate and empower you to make better decisions with your money.

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STRATEGY

Our investment strategy incorporates a strict, disciplined process built around facts, not emotions.

INVESTING VS. INVESTMENT MANAGEMENT

The key difference between Investing and Investment Management is that Investing usually follows a "go with the flow" passive approach. Investment Management is active process built around facts & data, not emotions.

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FINANCIAL LITERACY

One of our greatest professional missions is to empower others to make a financial change in their life and take control of their finances. We have joined the Financial Literacy Movement which is a financial educational program designed to increase people's skills, knowledge, and understanding of how to manage their finances successfully.

CONNECT WITH US

200 1st Ave NW #303,
Hickory, NC 28601, USA

(828) 855-9400

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