The Mentzer Group, LLC is a Registered Investment Advisor (RIA) firm founded to provide comprehensive and objective "Chief Financial Officer" services to a select group of high-net-worth families, entrepreneurs, and foundations. Operating on a fee-only basis, the firm focuses on delivering personalized wealth management, investment management, and financial planning solutions. Their mission is to simplify their clients' financial lives by coordinating all aspects of their wealth, including tax and estate planning, to help them achieve their long-term goals.

Founded in

United States