Welcome to Medley Advisory
Medley Advisory, llc is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, financial resources and wealth management services to help you reach your goals.
We want to help you with these issues. But most of all, we want to help you manage your money so you can manage your life. Come and learn more about Medley Advisory and how we can assist you.
Why Hire A Certified Financial Planner®?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
There are things about Social Security that might surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A quick look at how federal income taxes work.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.