Midtown Financial Advisors consists of 5 managing partners, 9 advisors, and 3 specialists. The culture of our firm is one of teamwork and collaboration. Our firm has a vast array of experience in our industry and we are constantly leveraging that experience for the benefit of our clients and our community.Learn More
Our firm has years of collective experience in almost every area of wealth management. We take pride in our ability to incorporate all aspects of wealth management into our relationship with our clients. Regardless of your area of greatest need or concern, we have individuals with the knowledge and experience to solve the issue and bring peace of mind.Learn More
Our firm is committed to not only making an impact in the areas of wealth management, but also to making a positive impact in and around our community. We believe that finances are a significant part, but not the most critical part of our lives. We want to empower people to leave a legacy that extends beyond their finances, and we believe helping people engage with others in our community is a key component to that end.Coming Soon
Institutional Abilities with a Personal Feel
At Midtown Financial Advisors, we understand that individuals face unique challenges as they consider various aspects of financial planning and investment management. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to prepare for retirement, save for college, develop an estate strategy, or preserve wealth, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our managing partners have over 120 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Building wealth requires protection from the forces of wealth destruction.
For some, the social impact of investing is just as important as the return, perhaps more important.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Life insurance proceeds are generally tax-free. But not in all cases.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.