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.
Meet Our Team
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.
A disciplined approach to investing
At Mendel Money Management, we help you build the core of your portfolio to meet your financial goals and objectives.
Life events that drive the need for personalized financial planning:
Our Insights
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5 Key Insights to Guide Investors in 2023February 2, 2023/0 Comments - The Newly-Passed SECURE Act 2.0January 10, 2023/
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