A complete list of active advisors currently associated with Mendota Financial Group, LLC

Warmer can help you find a great advisor at Mendota Financial Group, LLC or one who fits your needs even better.

Mendota Financial Group provides financial consulting and discretionary investment management to individuals (including high-net-worth clients) and a range of other entities. The firm offers one-time financial consulting analyses and ongoing portfolio management, and may recommend or engage third‑party investment managers while custodial reporting is handled by independent qualified custodians. MFG typically begins relationships with a documented financial consulting process to assess goals, cash flow and risk tolerance, then implements tailored asset allocations intended for long‑term buy‑and‑hold investing with at least quarterly monitoring and reviews. The firm uses fundamental and cyclical analysis across a broad set of securities and also serves as a sub‑advisor to other advisers, sharing management responsibilities and fees in those arrangements. What distinguishes Mendota from many peers is its ownership links to other investment enterprises: the principals are partial owners of Mendota Venture Capital, LLC (an exempt venture capital adviser that charges performance‑based fees and accepts only accredited investors) and are involved with an affiliated Manager/Company offering tax‑credit opportunities. The brochure discloses these affiliations and the potential conflicts they create (and that MFG itself does not solicit investments in MVC), which the firm addresses through disclosure and its internal policies.

To learn more about the advisors currently working at Mendota Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.