A Smarter Path to Your Money Goals
Join Mendel Money Insights — practical, tax-savvy guidance from a family-owned wealth management team with 35+ years helping people plan and invest with confidence.
What You’ll Receive
Clear, actionable tips to simplify complex financial decisions
Tax-smart ideas to help you keep more of what you earn
Retirement checkpoints so you know you’re on track
Market context without the noise. What matters and why
Life-event playbooks (career moves, new family members, business transitions, inheritances)
Mendel Money is built around a simple mission: help you follow a personal path to financial freedom, enjoying life today while planning for tomorrow. Our emails reflect that same approach: calm, practical, and tailored to real people in real transitions.
About the Authors
Insights are created by our in-house advisory team, including Barry Mendel, CFA (Chief Investment Officer) and Bradley Mendel, CFP®, EA (Wealth Adviser), supported by a seasoned team with deep planning and investment experience.
Who It’s For
You want guidance that goes beyond “hot stock tips.”
You’re approaching a life transition (retirement, job change, business sale, marriage, new baby).
You value a trusted partner who sees your whole picture, not just your portfolio.
What Makes Mendel Money Different
Most firms claim they can help before they get to know you. We start by listening and build from there, aligning every recommendation with your goals, taxes, timeline, and legacy. That same thoughtful process guides every email we send.
How often will you email me?
Only when we have something useful to say — quality over quantity.
Is it really free?
Yes. No paywalls, no spam. Unsubscribe anytime via the link in each email. (We respect your privacy.)
Who writes the emails?
Members of the Mendel Money advisory team, including our CIO (CFA®) and advisers (CFP®, EA).
Do you offer personal advice via email?
Emails are educational. For personalized advice, book a PersonalPath Intro Call.
