About Us

Our Why

In our industry, sometimes professionals can fall into the trap of “pigeonholing” what their clients desire based on similar situations in the past without realizing what it is the client really wants from the client/advisor relationship. As fiduciaries for our advisory clients, we of course have blueprints for addressing important things like financial planning as you prepare for retirement, investing within the confines of a specified risk-level, goals, etc. However, the reality is everyone’s different and should be treated accordingly to ensure their expectations are being met/exceeded.

At Mashburn Financial, we appreciate that every person, family, and situation is very unique and exceptional in their own way. We understand there is no “One Size Fits All” solution for everyone. What one person’s version of how financial success “is supposed to look” or the goals they want to achieve, may differ entirely from those in a similar career position, status within the community, or even within their own family. We believe when it comes to navigating your financial journey, it is truly a collaborative partnership. It requires accountability from both sides to ensure we can help you get where you want to go.

So, whether you’re looking for some direction in mapping out your future and building a financial plan, guidance in traversing the ever-changing world of investing, or even if you’re just getting started, we believe with our nearly 50 years of combined experience in the business…and a little creativity, we can get you there. In a landscape that increasingly allows advisors to rely less upon their knowledge/skills and more about networking, we believe going forward that Authenticity is the new currency.

Our priority first and foremost is to help you take care of yourself and your family in a way that makes the most sense for you. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives.

Recognizing life happens and challenges will inevitably occur along the way, we strive to address those situations from a place of confidence while leaving ourselves flexibility to be able to adapt as we go. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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