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Financial Planning for an Active Lifestyle To and Through Retirement

Malecki Financial Group works alongside you, creating a plan that enables you to live an active lifestyle through every life transition.

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Helping Clients Live Life More Fully

Helping Clients Live Life More Fully

Since 1973, Malecki Financial Group has been dedicated to partnering with individuals, families, and business owners nationally and locally, helping you reach your financial goals on a foundation that supports your definition of success. We combine knowledge, and skill to offer financial guidance to support your active, outdoor lifestyle, no matter where you are in life.

Who We Are
Proactive Strategies For Your Future

Proactive Strategies For Your Future

With a growth-oriented approach and collaborative teamwork, we bring strategic solutions to your wealth. We value every client, making you our top priority. We work to exceed your expectations as you pursue an active, engaged lifestyle.

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We’re Ready to Help

Our founder and team see the joy, fulfillment, and zest for life that comes from living fully and actively. We want to be your guide in designing strategies to help you continue your outdoor, active interests beyond today.

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Financial Services and Planning for Active People

Our comprehensive services mean we have the tools and solutions to support all your financial planning needs.

Grow Wealth for Now and the Future

Our knowledge and experience can help you make wise decisions to build your financial resources. Depend on us to be by your side, no matter where you are in the life journey. Learn how we serve individuals and families.

Personal Services for YOU

Focus On Building Your Business

At Malecki Financial Group, we can ease the worry about your business finances by crafting a comprehensive financial strategy. We also assist with your succession, transition, and exit planning. View more our of services for business owners. 

Services for Your BUSINESS

Serving Clients Nationwide

Individuals & Families

Individuals & Families

Learn strategies to save in the face of rising expenses. Malecki’s professionals can help you plan to save for future events—like college education and retirement.

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Higher Earners & Young Professionals

Higher Earners & Young Professionals

As your partner, we can start you out on the right foot, providing budgeting insight and investment recommendations to help you start building wealth.

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Whether you’re ready to retire or are already there, we can work with you on a strategy to set you up to maintain and fund your active lifestyle in retirement.

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Business
Owners

Business
Owners

We give you back time to focus on your business operations. Our CEPA-certified leadership can help you prepare to exit your business.

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Led by Experience, Knowledge, and Approachability

Malecki Financial Group is a family-owned business, with leadership dedicated to integrity and exceeding your expectations in how we serve you. Meet the team at your side:

Learn Independently

We're not here to preach, we're here to teach. Browse exclusive educational resources, such as blogs, videos and webinars. Take advantage of bite-sized, skimmable content to expand your knowledge and empower you to make intelligent decisions about your financial future.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.
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Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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