More Than an Investment Firm

Get the Support You Need in All Aspects of Wealth Planning

Aligning Your Finances with Your Values

By prioritizing building a trusting relationship first and foremost, we use a purpose-driven approach to help you build a holistic plan that encompasses what is important to you and fits your needs.

While we are a boutique style firm, we are a member of Mosaic Wealth Consulting which is an affiliated planning group within Osaic FA . Through Mosaic, we have access to additional resources to help clients understand their finances so they can preserve their future. Working closely with Kevin Testa, a trusted colleague and strategic partner of Mosaic, he brings an additional 20 years of experience to futher support client needs.

Whether you lost a spouse, sold a business or you’re preparing to retire, we strive to always provide quality solutions to ensure all your needs are considered.

 

We offer a broadly diversified portfolio of quality investment and insurance products to help assure you that every aspect of your wealth picture is understood and considered as part of your overall plan. They are broken down into the following three types of planning:

Lifestyle Planning
  • Retirement
  • Investment
  • Survivor
  • Education
  • Life transitions
  • Business consulting services such as business owner & succession planning
Investment Planning
  • Wealth management and tax reduction strategies
  • Portfolio modeling analysis and design
  • Investment policy statement development
  • Manager search and selection
  • Income distribution strategies
Risk Management Planning
  • Annuities
  • Life Insurance
  • Disability Income Insurance
  • Long-term care insurance
  • Legacy
  • Estate Planning Strategies

Your Journey Starts With a Simple Call

If you’re ready to align your finances with your values and build a lasting relationship with an advisor team that cares about your well-being, schedule a call with us to get started. 

Testimonials

"We were put on a course to retire comfortably in about four years."

 

We started working with Niki Mullinix and her team shortly after the financial crisis and recession of 2008-2009. Niki and her team provided us with a comprehensive financial plan that put us on a course to retire comfortably in about four years.

We’ve been retired now and would be remiss if we didn’t add that we have the highest regard for Niki personally and professionally. She and her staff are a pleasure to work with and their unimpeachable integrity permeates everything they do.

– Larry & Teri F.

Testimonial provided by Larry and Teri F., who are current clients of Niki Mullinix, on 7/5/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

 

"Our interests were put above everything else."

 

We met Niki through some common friends and immediately liked and trusted her.  We were both starting to build a foundation in our personal and professional lives, so the timing was perfect. 

One of the main financial planning concerns addressed for me was patience.  The market will fluctuate wildly over the years but successful investors don’t panic.  She taught me to trust that the plan we built was designed to weather market fluctuations.  

Astry Wealth is 100% focused on our goals and not theirs.  They don’t push a product or service that doesn’t make sense for us.  They put our interest above everything else.  

– Rick & Stephanie S.

Testimonial provided by Rick and Stephanie S., who are current clients of Niki Mullinix, on 7/8/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

"[Astyr Wealth has] given me some security in challenging markets."

I began my investment dealings with a nationally known financial institution.  I was dissatisfied with their fund selections and their lack of personal contact with me.  Niki Mullinix had several seminars that were open to the public, talking about her company and their investment goals.  I decided to try out a new financial planner to see what she could do for our investments and how well we were kept informed.  That was twenty years ago, and we are still very satisfied with our working relationship with Astyr Wealth.

Astyr Wealth has, over the years, evolved into a complete financial planning group.

-Larry and Marie C.

Testimonial provided by Larry and Marie C., who are current clients of Niki Mullinix, on 4/7/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

"Astyr Wealth listens to your concerns."

 

During my working years I managed my own retirement savings. When I set the date of my retirement, I realized that “my own retirement saving” while successful now needed modified. I needed someone to manage our retirement / inheritance savings. Someone to ensure there would be an inheritance. That was when I began the search for our savings co-manager. I asked friends and fellow co-workers to whom they trusted their life’s work. The one name that came up time after time was Astyr Wealth. Everyone said they were knowledgeable, easy to work with, and did what was in the best interests of their clients. After seven years of collaborating with Niki at Astyr Wealth, they were spot on!

My reason for going with someone other than myself to manage our savings was I wanted someone who could help my wife should I pass before her. Also, someone who would advise us when I wanted to splurge or go out on the limb and make a major purchase, as well as someone who could help us leave a little behind for our children. Astyr Wealth has fit that that bill to a “T”.

Astyr Wealth listens to your concerns and wishes and then provides a full menu of savings options.

-Mark W.

 

Testimonial provided by Mark W., who is a current client of Niki Mullinix, on 7/6/2024. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6821970-072324

 

THE LATEST ON THE BLOG

Introducing A Brand Refresh for Astyr Wealth

Introducing A Brand Refresh for Astyr Wealth

If you follow us online, you may have noticed some slight changes to our visuals. At Astyr Wealth, the time has come to embark on an exciting new chapter – a comprehensive brand refresh. The transformation not only reflects our commitment to growth but also our...

read more
Philanthropy and Wealth: Making a Meaningful Impact

Philanthropy and Wealth: Making a Meaningful Impact

In a world where financial success often intertwines with social responsibility, the intersection of philanthropy and wealth presents a compelling avenue for individuals to make a profound and lasting impact, especially with all the negative events that are currently...

read more
Astyr Wealth’s Favorite Charities For Year-End Giving

Astyr Wealth’s Favorite Charities For Year-End Giving

Year-end gift giving has a few benefits: it contributes to important causes, makes you feel great, and can also be used as a financial strategy to reduce your taxes. This makes it a win for everyone. If you are feeling extra charitable this year and want to reap these...

read more

CRN-7290749-111224

Take the First Step

 

Have a question or want to know more about our process? Contact us today. We’d love to meet.