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Certified Financial Planner, PA — Menninger and Associates — Menninger & Associates

meta description if known - Get trusted advice from a certified financial planner in Montgomery County and surrounding areas. Guidance through education. Contact Menninger & Associates today!

Contact Information

Email: None

Phone: (610) 422-3773,19403 (610) 422-3773

Address: Feasterville Trevose

More Details

  • h1s:
    • 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?
  • h2s:
    • Educational Resources
    • How We Differ
    • Financial Planning: Explained Show
    • Schedule Your Meeting Today
  • h3s:
    • AS FEATURED IN
    • CELEBRATING 25 YEARS OF EXCELLENCE
    • Guiding clients to make well-informed financial decisions so they worry less and enjoy life more.
    • Financial Planning: Explained:
    • Senior Living Care Part I
    • Financial Planning: Explained:
    • Senior Living Care Part II
    • Financial Planning: Explained:
    • Cash Management Case Study
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Created: May 26, 2025, 3:39 p.m. | Seen by us: May 26, 2025, 3:39 p.m.