MUMY FINANCIAL ADVISORS

Our Proprietary Portfolio Modeling Process, using quantitative, qualitative, & behavioral metrics helps us attempt to manage risk in our clients' portfolios, smoothing out the ride down their financial journey of life... With our partnership, we are able to focus on expert life planning, including tax, business, retirement and estate planning advice... 401k Plans and Retirement plans are complicated and many Plan Sponsors (Responsible Plan Fiduciaries) need guidance. 401k fees, Plan Benchmarking, ERISA, Fiduciary Liability are all common to plans and need to be addressed. We hold industry designations and are part of multiple 401(k) information and study groups to stay on top of the evolving regulations in our field. Mumy Financial helps you confidently implement best practices for your plan in order to maintain the Uniform Standards of Care.

Also known as: Mumy Financial, Mumy Financial Advisors, LLC

Primary location: Raleigh United States