Collaborative
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 MoreComprehensive
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 MoreCharitable
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 SoonInstitutional 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.
Helpful Content
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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This calculator helps estimate your federal estate tax liability.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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There are some smart strategies that may help you pursue your investment objectives
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The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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A presentation about managing money: using it, saving it, and even getting credit.
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$1 million in a diversified portfolio could help finance part of your retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Should You Tap Retirement Savings to Fund College?
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.