About Us

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.

We Can Help You Every Step of The Way

Get in touch with an advisor today.

Three Steps to Success

personal service

Learning About All of Your Finances

Whether you are just beginning or nearing retirement you can schedule your complimentary consultation with one of our well-informed advisors. During this appointment, we will gather information to learn about your current financial picture, provide insight into how we operate, and review your short- and long-term objectives.

Develop A Detailed Plan

Our advisors will work to craft a comprehensive proposal outlining the necessary steps to achieve your relevant goals. We present a holistic plan and help streamline which objectives to tackle first.

Continue To Monitor Your Plan

Communication is key! The advisors here at Menna Wealth Planning Group monitor the economic environment closely and may recommend adjustments as needed.

Our Team of Advisors is Here for You