The Menard Financial Group, LLC

EST. AUM
$335,259,277

CONTACTS

CLIENT ACCOUNTS
354

Firm Details

Metro area Houston
CRD Number 299404
Website themenardfinancialgroup.net
Client types

Overview

The Menard Financial Group, LLC is an SEC-registered, fee-only investment adviser based in Houston, Texas. The firm provides wrap asset management, financial planning, consulting, retirement plan consulting, integrated cash flow planning, retirement planning, estate planning, investment planning, and business exit planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Menard Financial Group, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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