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We are a financial planning firm that helps clients transition from saving for a comfortable retirement to living one.




CELEBRATING 25 YEARS OF EXCELLENCE



*Please refer to disclosures at the footer of this page. No fee was required to receive these awards.



Financial Planning Educational Resources

Join us weekly as Mike interviews industry experts, business owners, and corporate executives to take a closer look at the six fundamental areas of Financial Planning and creative ways to improve your financial success!

Check out our Weekly Market Recap for the latest economic news and insights, as well as a summary of how the U.S. stock market performed the prior week.

Learn a new Trick of the Trade every month from articles written by the Menninger & Associates team, and stay ahead of the curve in the financial market.

Get a fresh take on finance with Kyle Ryan, CFP, ChFC and Thomas Elms, CFP. Fresh Finance is intended to educate the viewers on the many facets of financial planning through the lens of a pair of young CFPs.

Why Choose Financial Planning Services From Us?

A fiduciary is a professional entrusted to manage advisory assets or wealth while putting the advisory client's best interests first at all times. When acting in a fiduciary capacity, financial advisors must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated.

WHAT IS A FIDUCIARY?

The prestigious Certified Financial Planner (CFP) designation is a formal recognition of knowledge in the areas of financial planning, taxes, insurance, investment management, estate planning, and retirement (such as with a 401k). Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the certification is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.

WHY USE A CFP?


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What Our Clients Say


Thomas Manes

I can not say enough about the people at M&A! My parents have been with them for years and obviously trust them like family members.  I, in particular, have built a relationship with Kyle Ryan who I think very highly of.  These people are not there to simply make a % commission off your money ... they are they to build relationships, educate...

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Louise Robertson

My husband and I have relied on several financial planners throughout the years and have found Michael and his team to be everything we need and more.  They are knowledgeable, trustworthy and attentive to our needs.  When I reach out to any member of the team, I receive a response before the end of the day if not immediately.  They have taken the...

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Bill DiBonaventura

My wife and I have worked with Mike Menninger for over twenty years. Menninger and Associates have always provided education, information and innovation to help our family financially navigate all the phases of our life. We meet several times a year. The team invests their time and attention so that we are confident in the decisions that...

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Joe and Eileen Cirelli

HUGE "Thank You" shout out to Mike Menninger and Nick DeVito, who just spent over an hour on a consultation with us.  I found Mike through his YouTube Channel, where he provides the most comprehensive and UNDERSTANDABLE review of the PSERS Retirement System.  Our consultation extended far beyond...

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In 2021, Menninger & Associates began an initiative to host an annual charity golf outing. The goal of the outing is to team up with local charities and raise money for their respective campaigns. Over the first five years, Menninger & Associates has helped raise over $64,000 for charities. Our firm is a strong advocate for the local community, as they are the very people that keep us in business. If you know a charitable organization that would be interested, please let us know!

CHARITY CLASSIC golf OUTING


Financial Planning: Explained Show

Upcoming episodes

Nick DeVito, CFP

10.22.25         

Financial Planning: Explained:

Fourth Quarter Market Outlook

Nick DeVito, CFP

10.29.25         

Financial Planning: Explained: 

Pension Plans 101

Nick DeVito, CFP11.05.25

Financial Planning: Explained: 

Pensions: Strategies & Recommendations


watch all episodes here


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