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Individuals and Families

The Mahurin Wealth Advisory Team provides professional investment advice, guidance, and customized solutions to individuals and families. We know that both your personal and financial life are ever changing and we believe that ongoing two-way communication is key to successfully navigating those occurrences. We focus on helping build and preserve wealth over time, so that you will be better prepared for whatever life changes come your way.

  • Retirement planning
  • Creating an income distribution
  • Education planning
  • Gifting to individuals and charities
  • Career changes
  • Changing family dynamics (marriage, divorce, death of a loved one, grandchildren, and aging parents)

Do any of the scenarios above apply to you? With over 150 years of combined experience, we have the knowledge and resources to customize financial solutions to address each relationship's specific needs. Furthermore, our team utilizes a disciplined investment philosophy when it comes to managing money.


Contact us today on how we might be able to serve your individual or families financial needs.




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