Your Future, Financially Secure
Expert financial solutions tailored for your success
Your Future, Financially Secure
Expert financial solutions tailored for your success
The Mende Financial Difference
White-Glove, Local Service
You deserve personalized attention and advice. Based in the scenic Monterey Peninsula, Mende Financial offers high-touch, local service tailored to your individual financial goals, preferences, and circumstances. Our commitment is to provide clear, consistent communication and proactive advice designed around your unique needs.
Competitive Total Returns
Our investment approach is designed to help clients pursue competitive, risk-adjusted returns aligned with their financial objectives and personal risk tolerance. While no strategy can guarantee performance or eliminate the risk of loss, we are dedicated to disciplined portfolio management and continuous oversight of your financial plan.
Transparent, Cost-Effective Pricing
As a fee-only Registered Investment Adviser, we offer straightforward and transparent pricing. Our standard advisory fee is 0.75% annually based on assets under management (AUM), and fees may be negotiable based on account size. There are no hidden commissions or product sales incentives — we are compensated solely by our clients. For full details, please see our Form ADV Part 2A.
Lets Talk
Mende Financial Council, Inc.
Ryan Mende 831-220-4186 Ryan@MendeFinancial.com Serving Pacific Grove, Pebble Beach, Monterey, Carmel, Salinas, Seaside, Marina, and Beyond
Important Disclosures
Mende Financial Council, Inc ("Mende Financial") is a Registered Investment Adviser (RIA) located in California. Registration as an investment adviser does not imply a certain level of skill or training. The information presented on this website is for informational purposes only and does not constitute an offer or solicitation to buy or sell any security or investment strategy.
Investment advisory services are offered through Mende Financial Council, Inc. Investment returns are not guaranteed and may vary over time. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.
For full details about our services, fees, and disclosures, please review our Form ADV Part 2A and Privacy Policy.
Mende Financial Council, Inc.
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