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About

At Midtown Financial Advisors, we understand that investing is never an end in itself, but rather a means to help you work towards your financial goals. What matters most is whether or not your financial portfolio enables you to live the life you’ve envisioned. 

Our firm has over 150 years of combined wealth management experience. Our team brings a broad array of skills to the table for the benefit of our clients. Those skills include investment management, trust management, financial planning, income planning, retirement plan and defined benefit plan consultation, and estate planning consultation.

Our focus as a firm is to deliver premier wealth management and planning services to our clients, while developing and maintaining a professional yet intimate relationship. We believe our clients benefit from a detailed communication strategy that helps them understand all aspects of their customized wealth management strategy.

We believe that providing clear information in a transparent manner from an independent perspective leads to better decisions and better outcomes for our clients.

We are not driven by corporate agendas and sales quotas of proprietary products. Midtown Financial Advisors is independent, so we have no company agenda to promote and no specific products or services to push.

Our independence allows us to provide you with objective guidance that puts your interests first, giving you confidence that we’ll do everything we can to help keep your plans for retirement on track, and to help you reduce taxes so you can effectively pass on your estate to family members or the charitable organization of your choice.*

When someone chooses to partner with Midtown Financial Advisors, our mission is to make you feel like more than an account number.

Contact us today to schedule a free, no-obligation financial review.

336-790-2070

rick@midtownfa.com

*Midtown Financial Advisors does not provide tax advice. Please consult your tax advisor.