Mendel Capital Management’s approach to investing is to judiciously allocate our clients’ assets for sound growth, minimal volatility, and attainment of long-range financial goals. Our personal capital is aligned with our clients’ capital; we own what they own.
Mendel Capital works with business owners to provide transparent, customized retirement options that can be comprehensive to stand-alone. Mendel works with business owners to create a plan suited to their needs.
Mendel Capital recognizes the freedom an investor experiences when they take control of their retirement savings. That is a guiding principal for the Mendel Team, allowing clients to collaboratively manage their retirement assets and minimize worry in their retirement savings endeavor.
Mendel Capital Management is a fee-only investment advisory firm registered with the Securities and Exchange Commission. We act as a fiduciary for our clients, dedicated to serving the investment needs of multi-generational families, individuals, corporate retirement plans, endowments, and foundations requiring professional investment counsel.
We Work Together to Ensure Your Future
Our mission at Mendel Capital Management is to build & protect our client’s wealth through proven investment strategies with unparalleled personal service.