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Why Work With Us

We believe in a collaborative team approach to ensure your plan is coordinated and finely tuned from the financial, tax, and legal aspects that affect your personal situation. Over our decades in practice, we have successfully developed and maintained relationships with your trusted advisors such as your CPA and your Attorney(s) to create seamless, solid plans that evolve with shifting estate and tax legislation. This collaborative approach ensures that you are able to maintain your life style and leave the legacy that you desire.

By choosing to work with a CERTIFIED FINANCIAL PLANNER™ professional, you can take comfort in knowing what comes with one of the industry's most prestigious certifications.

CFP® practitioners must agree to abide by the CFP Board's Code of Ethics which requires us to practice financial planning with fairness and integrity. We agree to make recommendations that are objective and based on your needs. We have been and always will be a fiduciary, acting in your best interest. 

In order to maintain a high level of competence in an ever changing industry, CFP®’s are also required to complete a minimum of 30 hours of continuing education every two years. In addition, we are constantly attending educational seminars to expand our knowledge.

Not only are our associates educating themselves, they have also been offering continuing education workshops to CPAs for many years.

The MNE Group efforts have been recognized by the following various Industry Accolades and memberships

* The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, firm review and favorable regulatory and compliant history.