A complete list of active advisors currently associated with MensaH Finance Group, LLC

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

Mensah Finance Group, LLC provides investment advisory and financial planning services to individual clients, including high‑net‑worth individuals. The firm manages accounts on both a discretionary and non‑discretionary basis and creates an Investment Policy Statement for each client that documents goals, time horizon, and risk tolerance. The firm's investment approach is based on fundamental analysis and uses both long‑term and short‑term trading across mutual funds, equities, fixed income, ETFs (including precious‑metals ETFs), real estate funds/REITs, TIPS, and non‑U.S. securities. Mensah Finance Group states a policy of seeking fair and equitable allocation of limited investment opportunities (including IPOs), conducts regular portfolio monitoring, and provides quarterly account reports through its custodian. A noteworthy feature is that the advisory firm also operates as a CPA/accounting firm and provides accounting and tax services to clients, a dual role disclosed as a separate business activity and potential source of advice; clients are not required to use those services. The firm is a solo adviser managing roughly $3.9 million for about 26 clients, requires use of Interactive Brokers as custodian, and generally delivers one‑time financial plans with the option for additional engagements.

To learn more about the advisors currently working at MensaH Finance 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.