William Starnes
CFP®, ChFC®, MST
Mallard Advisors, LLC
Financial Advisor and Founder
William Starnes
CFP®, ChFC®, MST
Mallard Advisors, LLC
Financial Advisor and Founder
Our clients recognize the complexity their financial situation has grown to and want to work with someone who understands not only what they are going through, but can also answer their burning questions in an easy to understand way. - William Starnes, CFP®, ChFC®, MST
Fee-Only financial planner located in Hockessin, DE, serving clients locally and across the country
William Starnes is a Hockessin, DE fee-only financial planner. Mallard Advisors, LLC provides comprehensive and objective financial planning , wealth management, investment management and tax preparation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William Starnes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bill Starnes is the founder and financial advisor at Mallard Advisors in Hockessin, Delaware. Part of Bill's professional mission is "to engage clients in an enjoyable process of financial education and planning that provides value and quantifiable results." Bill helps clients understand the advice he offers, strives to save them money, and assists with the big decisions during life's inevitable transitions. Bill places significant emphasis on retirement planning since this is one of life's biggest transitions.
Bill lives in Unionville, Pennsylvania, with his family. Outside of the office, Bill is dedicated to spending quality time with his family and enjoys the exhilaration of mountain biking, the challenge of golfing, and reading.
Holding a Bachelor of Science degree from Penn State University, Bill has also earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional from the Certified Financial Planner Board of Standards. Bill earned his Masters Degree in Taxation (MST) from Widener University, and has earned the professional designation of CHARTERED FINANCIAL CONSULTANT (ChFC) from The American College.
Bill is a member of the National Association of Tax Practitioners (NATP) and the AICPA.
Bill has been quoted by Jane Bryant Quinn in Newsweek magazine, and has also appeared in Kiplinger's Personal Finance, Bloomberg Wealth Manager, Forbes.com, The News Journal, and Morningstar Advisor.
William Starnes is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our firm is a financial planning and wealth management practice with experience working with data driven clients (i.e., scientist, engineers, and financial professionals). When it comes to the big decisions involved in transitioning into retirement, they need to see all the details and calculations involved in the analysis in order to feel secure in their decisions.
We believe every client deserves to work with an advisor that exceeds the highest standards in the financial planning industry.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirement Transitions
- Business Owners and Executives
- Retirees
- Sudden Money Situations
Working Together
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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William Starnes is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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William Starnes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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William Starnes is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
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William Starnes is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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William Starnes is Quoted in the Delaware Business Times: "Mallard Advisors acquired by big investment firm"
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William Starnes is Featured in WealthManagement.com: "Mercer Global Advisors Adds $165M Mallard Advisors"
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William Starnes is Quoted In Delaware Today: "The Housing Market FAQs You Need to Know in Delaware"
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William Starnes Provides Expert Answers in Delaware Today: "Nurture Your Nest Egg With Financial Advice From 5 Delaware Experts"
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William Starnes is Quoted in the Wall Street Journal: "Pensions: the Lump-Sum Gamble"
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William Starnes is Quoted in Financial Advisor Magazine: "Time & Money"
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William Starnes is Quoted in Forbes: "Nine Financial Tips For New Parents"
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William Starnes is Quoted in Newsweek Magazine: "$ $ $ $ Tactics"
Contact William Starnes
Office Locations:
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7234 Lancaster Pike
Suite 220A
Hockessin, DE 19707
