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Individuals and Families


The Mahurin Wealth Advisory Team provides professional investment advice, guidance, and customized solutions to individuals and families.  We know that both your personal and financial life are ever changing and we believe that ongoing two-way communication is key to successfully navigating those occurrences.  We focus on building and preserving wealth over time, so that you will be better prepared for whatever life changes come your way.

  • Retirement planning

  • Creating an income distribution

  • Education planning

  • Gifting to individuals and charities

  • Changing jobs

  • Changing family dynamics (marriage, divorce, death of a loved one, grandchildren, and aging parents)



Do any of the scenarios above apply to you?  If so, please contact us today on how we might be able to serve your financial needs.  With over 150 years of combined experience, we have the knowledge and resources to customize financial solutions to address each relationship's specific needs.  Furthermore, our team utilizes a disciplined investment philosophy when it comes to managing money.

 

 
     
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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