Welcome to Mindham Wealth Advisory

Our purpose is to help local families pursue financial freedom and independence.

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

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. 

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.  

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.

Contact Us

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Richland County Bank and Mindham Wealth Advisory are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mindham Wealth Advisory, and may also be employees of Richland County Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Richland County Bank or Mindham Wealth Advisory.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or AnyOther Government Agency |Not Bank Guaranteed |Not Bank Deposits or Obligations | May Lose Value

 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
 

Representatives of a Registered Broker-Dealer ("BD") of Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b ) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AR, CA, CO, IN, LA, MD, MN, WI, MN, NE, NY, NC, TX, VA, and WI

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