Wealth Management

Personalized

Mendel Money Management has provided transparent, fee-only wealth management and financial planning services for over 30 years. Our firm was founded on two guiding principles: to act with integrity and to always act in our client’s best interests. We offer a personalized planning experience based on your unique circumstances and goals.

Our guidance occurs at the intersection of your money and your life – where you need it the most. We invite you to discover how we can help you reach your goals.

Image inspired by the work of Carl Richards

Money Management

Tax Optimization

Risk Mitigation

Meet Our Team

Barry Mendel, CFA®, President & Chief Investment Officer

Barry Mendel, CFA

President &
Chief Investment Officer

Barry’s BIO >

Bradley Mendel, CFP®, EA, Vice President & Wealth Advisor

Bradley Mendel, CFP®, EA

Vice President &
Wealth Adviser

Bradley’s BIO >

Lauren Orr, Director of Operations & Client Service

Lauren Orr

Director of Operations &
Client Service

Lauren’s BIO >

Client Experience

Many financial firms claim they can help, often before you’ve even met. We focus on getting to know you first.

That’s what makes our client experience and PersonalPath Planning Process different. We focus on building a foundation of mutual respect and trust with you. We take our time to understand your unique planning needs and goals, as well as address questions and concerns. This process allows us to customize the open lines of communication, establish clear expectations, and craft the optimal plan for you.

Life events that drive the need for personalized financial planning:

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