Dana Menard

CFP®

Twin Cities Wealth Strategies, Inc.

Owner

Dana Menard

CFP®

Twin Cities Wealth Strategies, Inc.

Owner

I am a Fee-only fiduciary financial planner with your best interest at heart. - Dana Menard, CFP®

Dana Menard is a Minneapolis, MN financial advisor and investment manager offering services locally and virtually, to clients across the country.  Twin Cities Wealth Strategies, Inc. specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Dana Menard is a fiduciary financial planner.

Dana Menard is a CERTIFIED FINANCIAL PLANNER (CFP®), a fee-only fiduciary, and the Founder and CEO of Twin Cities Wealth Strategies, Inc. With over 15 years of experience in the financial services industry, he provides trusted financial advice and guidance to busy professionals, business owners, medical professionals, entrepreneurs, and families so they can concentrate on the things that matter most to them. Dana believes that everyone’s situation is unique and that they have a right to a trusted advisor who puts their interests first.

In his spare time, Dana is very active in the local community. He is a sought-after speaker to local groups, companies, and schools on the topic of financial literacy. Dana resides in Maple Grove, Minnesota with his wife, Sonja, and three daughters, Isabel, Gianna, and Jessica.

Twin Cities Wealth Strategies, Inc. is an independent, NAPFA-registered, fee-only Registered Investment Advisor (RIA) serving clients in the Twin Cities and all across the country. We provide simple solutions to your problems and do not concentrate on product sales. We specialize in providing objective and competent financial planning services to help our clients manage and protect all that they have worked so hard to build over the constantly changing and complicated lives, allowing them to live the life they want on their own terms.

How is Twin Cities Wealth Strategies Different?

  • We offer virtual services so you can connect with us from anywhere, regardless of physical location
  • We use the latest technology to assist you in keeping track of your financial situation
  • We provide a transparent and easy-to-understand fee structure that makes more sense for most people’s budget. We offer a flat, affordable monthly fee structure and do not charge commissions
  • We are a sworn fiduciary firm and uphold a fiduciary oath to always work in our clients’ best interests
  • We are a comprehensive financial planning firm, meaning we do much more than just investment management

Dana Menard's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • XY Planning Network
  • National Association of Personal Financial Advisors (NAPFA)

Twin Cities Wealth Strategies, Inc. is an independent, NAPFA-registered, fee-only Registered Investment Advisor (RIA) serving clients in the Twin Cities and all across the country. We provide simple solutions to your problems and do not concentrate on product sales. We specialize in providing objective and competent financial planning services to help our clients manage and protect all that they have worked so hard to build over the constantly changing and complicated lives, allowing them to live the life they want on their own terms.

How is Twin Cities Wealth Strategies Different?

  • We offer virtual services so you can connect with us from anywhere, regardless of physical location
  • We use the latest technology to assist you in keeping track of your financial situation
  • We provide a transparent and easy-to-understand fee structure that makes more sense for most people’s budget. We offer a flat, affordable monthly fee structure and do not charge commissions
  • We are a sworn fiduciary firm and uphold a fiduciary oath to always work in our clients’ best interests
  • We are a comprehensive financial planning firm, meaning we do much more than just investment management

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Dana Menard is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Dana Menard is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Dana Menard is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • National Association of Personal Financial Advisors (NAPFA)
    Dana Menard is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Dana Menard

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Office Locations:

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Twin Cities Wealth Strategies

Published on Mar 31, 2017

Focus on Fiduciary - A Definition

Published on Aug 11, 2009

Video from NAPFA's Focus on Fiduciary Campaign.

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