THE MENARD FINANCIAL GROUP, LLC
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About the firm
The Menard Financial Group, LLC, is an SEC-registered, fee-only investment advisor founded by David Menard in 1991. The firm developed the Integrated Financial Plan, a decision-making framework designed around clients' personal financial facts and goals. The team is dedicated to providing transparent, personalized advice and tools to help clients reach their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated Financial Planning, Business Exit Planning, investment management, and cash flow management for life
Who they serve
Successful business owners and high-net-worth individual executives
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 84 | $36M |
| High Net Worth Individuals | 43 | $293M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE MENARD FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.