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, second to none.

Menna Wealth Planning Group is comprised of professionals who possess high designations in their industry. This includes Certified Financial Planners and Certified Public Accountants. We also work with outside attorneys that specialize in wills, estate and trust planning. Our team, at Menna Wealth Planning Group, believes strongly in acting as a fiduciary for our clients. We are here every step of the way to help you achieve your goals.

We Will Help You Every Step Of The Way

Get in touch with an advisor today.

Three Steps to Success

personal service

Learning About All Your Finances

Develop A Detailed Plan

Continue To Monitor Your Plan

Our team of advisors is here for you