5 MINUTES THAT WILL CHANGE

YOUR LIFE

Determine your risk number to help better guide you when it comes to your financial planning.

Find your Risk Number

Everyone has a risk number

Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s perfect for you.

LET'S FIND YOURS

Plan Properly

What’s your risk?

Our mission is to help you reach your goals. Through a holistic and personalized approach, we ensure your financial planning, money management, tax and estate planning efforts are working hand-in-hand toward clearly defined objectives. Mendel Money Management is focused on building a long-term relationship with you. This makes it easy for you to share your goals and concerns with us and allows us to stay aligned with your needs.

Personalized Wealth Management

We focus on getting to know you first

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.

Close Menu