Welcome to Mindham Wealth Advisory

We are a financial advisory practice with local roots.  Our purpose is to help local families pursue financial freedom and independence.  

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We care about making an impact in the lives of our clients and our community.

We take our clients through an in-depth financial planning process to discover solutions to help them pursue their financial goals. 

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After creating your financial plan, we develop an investment strategy to try and maximize the chances of reaching your goals.

We can help with a variety financial planning and investment management needs.  

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Give us a call or send us a message to set up an appointment to see if we are a good fit in helping you work toward your financial goals.