Mennenga Tax & Financial
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Mennenga Tax & Financial Joins Forces with Merit Financial Advisors Effective October 31, 2025.
We are excited to announce the next phase of our firm, the partnership of Mennenga Tax & Financial and Merit Financial Advisors. Our same team and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our Mennenga team below or call us at (608) 241-5678.
About Mennenga Tax & Financial
Mennenga Tax & Financial is a full-service tax and financial advisory firm based in Madison, Wisconsin, operating since 1988. We are a one-stop shop for managing the “financial puzzle” of taxes, wealth planning and business needs; blending tax preparation, retirement and estate planning, insurance, and investment advice under one roof.
Our mission emphasizes proactive, personalized client service and confidentiality, promising year-round support (not just during tax season).
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
Our mission is to enrich the lives of those we serve, through building the wealth management firm of the future.
Our Client-Centered Approach
We believe your financial plan is a puzzle, and we’re here to help you assemble it. Rather than focusing on isolated products, we develop a unified strategy tailored to your goals, risk tolerance, investment horizon, remains the cornerstone of our approach.
We consider every piece of your financial life.
We adjust the strategy as life evolves.
We maintain transparency and coordinate with your tax, legal, and legacy planning.
Our Financial Strategy Services
Our team works closely with you to develop personalized strategies across every stage of life, from building tax-efficient investment portfolios and planning for retirement to funding education, protecting your future through advanced planning solutions, and creating a lasting legacy.
Investment Services
Retirement Planning
Education Planning
Advanced Planning Strategies
Senior and Estate Planning Services
Inheritance and Beneficiary Decisions
Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC, headquartered at 80 State Street Albany, NY 12207. Tax advice offered through Merit Tax Advisors DBA (Doing Business As) Mennenga Tax and Financial. Merit Financial Group, LLC, Merit Financial Advisors, and Merit Tax Advisors are affiliated entities (collectively “Merit”). Merit and PKS are separate entities and unaffiliated.
Resources
At Merit, we’re dedicated to helping you grow, protect, and preserve your wealth with confidence. By combining innovation with professional experience, we utilize cutting-edge tools, advanced technology, and secure financial solutions to support your goals. Our website offers a comprehensive suite of resources, from educational articles and financial planning tips to interactive calculators and real-time market updates, designed to empower you with the knowledge you need to make informed decisions about your financial future.
