MUMY FINANCIAL ADVISORS

"Guiding you through your financial journey of life"

Image by Tyler Nix

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.

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.

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.

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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©2020 by Mumy Financial Advisors, LLC. 

Investment and Insurance Products are offered through Capital Investment Group, Inc 

Member FINRA/SIPC
100 E. Six Forks Rd, Suite 200, Raleigh, NC 27609 (919) 831-2370 
Advisory services through Capital Investment Advisory Services, LLC 
The material contained on this website should not be misconstrued as financial advice or an offer to sell any product.