Mendota Financial Group, LLC

About Mendota Financial Group, LLC

<p>Fee-only and commission-free, Mendota Financial Group, LLC works with retirement savers and business owners in Wisconsin’s Madison area. The firm is an independent wealth management and planning practice that acts as a fiduciary and provides objective advice with clear, straightforward fees.</p> <p>Founded in 2005, Mendota Financial Group provides financial planning and investment management for affluent individuals, professionals, business owners, and retirees. The firm takes a conservative, independent approach with a focus on maintaining and growing wealth for retirement and for future generations.</p> <p>For employers that want to outsource day-to-day fiduciary work, Mendota Financial Group also offers 3(21) support as a <a href="/plan-advisors">plan advisor</a>. The team draws on varied backgrounds and experience to build practical, well-documented recommendations rather than product-driven proposals.</p> <p>The firm reported $0.4B in assets under management in 2026.</p> <ul> <li>Independent, fee-only advisory firm (no sales commissions)</li> <li>Fiduciary advice with a conservative investment approach</li> <li>Financial planning for individuals, professionals, business owners, and retirees</li> <li>Investment management for long-term retirement and legacy goals</li> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> </ul>

Website: https://www.mendotafinancial.com/