Mende Financial Council, INC.

Mende Financial Council provides wealth management services, which combine ongoing investment management and financial planning for individuals and high-net-worth clients. Mende Financial Council builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities based on each client's specific goals, risk tolerance, and tax considerations. When managing portfolios, Mende Financial Council has the authority to make trades without asking first, though clients can place written restrictions on certain investments. As part of its wealth management service, Mende Financial Council also provides a comprehensive financial plan at no extra cost, covering net worth, cash flow, retirement planning, insurance, college planning, and estate planning. Mende Financial Council may occasionally utilize third-party outside managers to assist with portfolio management. Mende Financial Council operates as a fee-only registered investment advisor, meaning compensation comes solely from client fees rather than commissions or product sales.