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Mustard Seed Wealth Management is a fee-only financial advising firm that helps individuals, businesses, and foundations achieve their financial goals. With a team of experienced advisors, the company offers comprehensive planning services including investment management, tax planning, retirement planning, insurance, estate planning, and charitable gifting. Their approach is based on historical data, focusing on diversifying portfolios while minimizing taxes and preserving principal. They take a holistic view of clients' financial plans, networking with other professionals to provide a team approach to meeting client needs. With a combined experience of over 60 years, Mustard Seed has grown to ten advisors across five locations, committed to providing personalized service for generations to come.
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