Maintaining a Personal Approach to Financial Planning Has Always Been in Our Nature
Blending strategy with authenticity is our specialty. With years of experience in finance, offering advanced solutions (including our distribution strategy) comes naturally — but exceptional support is only possible when founded on a close and trusting relationship.
Our firm thrives on such collaboration. Tim Mardin opened the firm in 2002, and Bob Kintz eventually joined to work alongside Tim. In 2018, Katie (Tim’s daughter) joined the firm as part of the succession plan to prepare for the next generation of planning. Since the founding, the entire Mardin Capital Group team has continued to foster a close-knit atmosphere, working together to support one another. We extend this same family approach to each and every one of our clients.
Over the years, we’ve expanded to serve a diverse group of individuals and families, providing dynamic guidance through our many cherished, long-lasting relationships.