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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 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.

How We Differ

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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CELEBRATING 24 YEARS OF EXCELLENCE

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

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 four years, Menninger & Associates has helped raise over $54,000 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