Mary Van Nostrand (CFP®)
Mary Van Nostrand focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
“Fee Only Comprehensive Financial Planning and Investment Management for individuals and families transitioning to and through retirement.”:Additional Information
Mary has more than 30 years of experience in the investment industry and has seen clients through every stage of their path through retirement. As an independent registered financial advisor, she provides a personalized wealth management process that always puts the client first. Mary offers both fixed fee financial planning services and ongoing investment management.NAPFA Start Date
May 04, 2004
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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