Our philosophy is educating our clients on the importance of financial planning across a broad spectrum of areas. We, at Menna Wealth Planning Group, believe that knowledge is power and something we strive to have our clients possess. We accomplish this through open dialogue with our clients and seeking to maintain a standard of excellence.
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. We embrace a team philosophy and work with outside accountants, trustees, and attorneys who specialize in wills, estates, and trust planning.
At Menna Wealth Planning Group we hold ourselves to the fiduciary standard for our clients. Our fiduciary standard means we are ethically bound to put your best interests ahead of our own.
Through our ever-evolving relationship with our clients, our family business is continuously growing. Founded by Raymond Menna, CFP®, the organization shares Raymond’s ideology of assisting their clients in meeting their financial objectives.
Let our family help your family every step of the way.
Get in touch with an advisor today.