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

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

The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting to individual and high‑net‑worth clients as well as institutional plan sponsors. The firm delivers portfolio management primarily through a sponsored wrap fee program and also offers standalone planning and consulting engagements. Portfolios are managed using a mix of fundamental, technical, quantitative and sector analysis and constructed with asset‑allocation, duration management, and both long‑ and short‑term trading strategies. The firm uses separately managed accounts and discloses the use of margin, options and other derivatives in client accounts where appropriate, and it conducts periodic rebalancing and manager due diligence. Noteworthy features relative to peers include an unusually high level of assets per advisor (roughly $335 million across two advisors) and the firm’s role as a wrap fee program sponsor. The firm is also affiliated with an insurance business and offers fee‑based and fee‑only variable annuity management through a third‑party annuity custodian, with insurance sales by firm-affiliated agents disclosed as potential conflicts.

To learn more about the advisors currently working at The Menard 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.