As an independent Financial Advisor, Sean Mullervy can offer you a customized wealth strategy instead of just a generic investment program. Your personalized portfolio will be based on your unique situation, attitudes, preferences and goals. It will be designed to account for change, both in the market and your circumstances, so that it can work with you and for you at every stage of your life.

Sean's approach to investing is straight forward because he focuses on becoming your partner in building the future you desire. As you work together, he will thoroughly explain the wealth strategies he recommends so that you will be fully comfortable with all aspects of them. Every decision you make will be focused on achieving the results you want. Sean's mission is to help you achieve financial independence through professional advice, sound risk management, quality investment products and personal, efficient service.

For more information about Sean and his practice, please visit his page by clicking the link below.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.