The Menard Financial Group offers investment advice and financial planning services to individuals and other clients. As a legally required to act in your best interest, the firm works to understand clients' financial goals, risk tolerance, and time horizons. Services include wrap asset management, financial planning, and retirement plan consulting. Wrap asset management is offered through wrapped accounts, which are managed on an individualized basis.
Fee Structure
The Menard Financial Group offers wrap asset management services. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for these services. The firm also provides advisory services through separately managed accounts sponsored by other investment advisory firms.