Menna Wealth Planning Group

Where Clients Become Family

Let’s take the first step together and help you achieve your financial goals. We are here every step of the way.

Who We Are

About Us

Menna Wealth Planning Group is comprised of professionals who possess reputable designations in their industry. This includes Certified Financial Planners and Certified Public Accountants. Our dedicated group of professionals have high core values and extensive experience in the financial field.

What We Do

Our Services

We operate with fiduciary standards, meaning we are ethically bound to your best interests. Personal motives and conflicts of interest are put aside to make sure we act in a trustworthy manner.

Retirement Planning: 403(b)/401(k)

College Planning

Tax Planning

Legacy Planning

Learn All About Our Advisors

Meet The Team

Raymond Menna, CFP®

Chief Executive Officer

Meet Raymond

Jacqueline Mallinson

President

Meet Jacqueline

Rachel Gentz

Vice President

Meet Rachel

Richard Cecchi, CPA

Financial Advisor

Meet Richard

three steps to success

We Can Help You Every Step of The Way

01

Learning About All of Your Finances

02

Develop a detailed plan

03

Continue to monitor your plan

Ready to get started?

Get in touch with an advisor today!