# Mendota Financial Group, LLC
Source: https://planprovider.pro/provider/mendota-financial-group-llc

> 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 indep…

Retirement Plan Advisor

Madison, WI

## 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/](https://www.mendotafinancial.com/)

## Office Locations

- Madison, WI (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $431.1M

## Team Members

- **Dan Gresch**, Principal

- **Kurt Ahrens**, Principal

- **Brian Hellmer**, Chief Investment Officer

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