
Menninger & Associates - Certified Financial Planner
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Overview
2 - 9
Employees
2007
Year Founded
ABOUT MENNINGER & ASSOCIATES - CERTIFIED FINANCIAL PLANNER
Trusted financial guidance through education
At Menninger & Associates, we adhere to a philosophy rooted in the basics of financial planning. We provide a range of services such as cash management, tax planning, insurance planning, investment planning, retirement planning, and estate planning. Additionally, we are committed to educating our clients, as we believe that knowledge is a crucial asset for making informed financial decisions.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2007
Year Founded
Services
Focus
Industries
Clients
Services Provided
68% Financial Advisory & Consulting
20% Tax Consulting
12% Insurance Services
About the Team
OUR STORY
Menninger & Associates Financial Planning is dedicated to guiding clients toward financial security through personalized and disciplined strategies. Founded by Michael Menninger, a Certified Financial Planner with a robust background in engineering and finance, the firm emphasizes tax-efficient investment, retirement, and estate planning. Since 2012, the company has grown to include a team of skilled professionals, many of whom hold prestigious certifications and securities registrations, ensuring expert one-on-one client service. The firm fosters a collaborative environment where each team member contributes to comprehensive planning and client support. With a commitment to long-term relationships and detailed financial strategies, Menninger & Associates continues expanding, blending experience and innovation to help clients meet their unique financial goals.