446 East Main Street
P.O. Box 1837
What We Do
How We Work With You
Individuals and Families
Baird Access Online
Baird Trust Account Portal
We believe Wealth Management is a repeating cycle of…
Evaluating our clients short term needs
Understanding their long term objectives
Recommending specific actions
Investing assets to meet those needs and objectives
Meeting regularly to evaluate progress and identify any new challenges or goals that are inevitable with life changes
We believe that consistent communication with our clients is the essential ingredient to successful long-term wealth management.
We believe that investing the time and energy to diligently answer the small questions can lead to BIG question answers.
We believe it is okay to say:” I don’t know, but I will find out.”
We believe successful long term wealth management requires proactive collaboration with our clients trusted advisors (tax professionals, attorneys, insurance providers, etc...)
We believe there is no investing: “silver bullet.” It is our role to effectively explain what we are recommending and why, so that clients can make intelligent and informed decisions.
We believe each client is unique with distinct needs, goals, and objectives. As such, we seek to customize our communications, wealth management and investing process to suit each family.
We believe the outcome of a long-term financial discipline is the privilege of having good financial CHOICES. Preserving the family’s ability to have high-quality future financial choices is essential to our team’s mission.
We strive to make decisions based on what we KNOW and not what we THINK.
We believe it is important for our investment process to be flexible so that we may respond immediately to changing client needs and objectives.
Mahurin Team Beliefs
It is our reaction to market fluctuation and not the market fluctuation themselves which often determine investing success.
We are not forecasters.
We prefer to average up and not down.
We seek consistent efficiency.
We define long-term as multi-generational.
We believe investments which consistently earn less than their dividends will inevitably disappoint.
Please Contact Our Team Today For More Information:
Have a Question?