Mendel Money Management

Mendel Money Management Personalized Wealth Management, REIMAGINED. Our Mission: Help You on Your PersonalPath to Financial Freedom. https://www.mendelmoney.com/disclaimer/

We offer personalized financial planning for individuals and families who want to live well now, while also preparing for the future. Mendel Money Management has provided transparent, fee-only wealth management and financial planning services for over 30 years. Our firm was founded on two guiding principles: to act with integrity and to act in our client’s best interests. We offer a personalized p

lanning experience based on your unique circumstances and goals. Our guidance occurs at the intersection of your money and your life – where you need it the most. We invite you to discover how we can help you reach your goals.

Recently, a client came to Mendel Money feeling uneasy — though he couldn’t quite pinpoint why.As the team dug deeper, i...
12/03/2025

Recently, a client came to Mendel Money feeling uneasy — though he couldn’t quite pinpoint why.

As the team dug deeper, it became clear: his daughter’s challenges had stirred up a deeper concern — uncertainty about whether his own financial house was in order.

Together, they reviewed account titling, estate structure, and how to ensure his family would be cared for in the future.

By the end of the conversation, anxiety turned into calm — replaced by confidence and clarity.

At Mendel Money, that’s what it’s all about: helping families find peace of mind, one plan at a time.

💙 Not yet a client? Schedule your PersonalPath Intro Call to start your journey toward clarity today.

You Ask, We Answer!Here is one question we have been getting a lot (in one version of the question or another):📌 Are the...
12/01/2025

You Ask, We Answer!

Here is one question we have been getting a lot (in one version of the question or another):

📌 Are there lurking risks in the broader financial system I should know about?

Recent commentary from global regulators is warning that asset-price valuations and structural vulnerabilities may set the stage for a “disorderly adjustment.” That means we’re proactively looking at your portfolio from a risk-perspective: concentration of risk, liquidity needs, tax-efficiency, and the interplay of different asset classes — to make sure your readiness matches your goals.

This Thanksgiving season, we’re reminded that real warmth doesn’t come from the fire or the feast — it comes from the pe...
11/27/2025

This Thanksgiving season, we’re reminded that real warmth doesn’t come from the fire or the feast — it comes from the people you surround yourself with, the faith or spirituality that grounds you, and the good and love you share with others.
At Mendel Money Management, we’re thankful for the families, friends, and individuals who make our work feel purposeful.
From our family to yours, we wish you a joyful and heartwarming Thanksgiving filled with gratitude, laughter, and connection. 🧡

What I Can (and Can’t) GuaranteeThere’s only one thing I can’t guarantee — your investment returns. That would be illega...
11/21/2025

What I Can (and Can’t) Guarantee

There’s only one thing I can’t guarantee — your investment returns. That would be illegal, unethical, and honestly, impossible. But here’s what I can guarantee:

✅ Honest, objective advice.
✅ A calm, steady presence when headlines get loud.
✅ Straight answers — even when they’re uncomfortable.
✅ And an obsession with adding more value today than I did yesterday.

That word — obsession — matters.

Because when it comes to your financial life, “good enough” isn’t good enough. I’m the type of advisor who reads tax law updates on a Friday night, not because I have to, but because I want to.

It’s not about being perfect — it’s about caring enough to keep improving.

My job isn’t to predict the market. It’s to give you clarity, confidence, and calm, no matter what the market does.
That’s what I can guarantee.

If that kind of partnership sounds like what you’ve been missing, I’d love to meet you.

📅 Schedule a PersonalPath Intro Call and let’s talk about how to build a plan you can truly trust.

Most people come to a financial advisor thinking about numbers.But what I’ve learned after years of doing this is that n...
11/19/2025

Most people come to a financial advisor thinking about numbers.
But what I’ve learned after years of doing this is that numbers aren’t the goal — they’re just the tool.

When I sit across from a client, my real job isn’t to squeeze every last basis point out of their portfolio. It’s to help them live the life those numbers are meant to fund.

Sometimes that means I’ll look someone in the eye and say:

“Take the trip.”
“Help your daughter with the down payment.”
“Enjoy the time you have — the market can wait.”

Because money is meant to serve you, not the other way around.

There’s a difference between growth for the sake of growth and growth with purpose. I care far more about optimizing your happiness than optimizing your return.

At Mendel Money, we call it “People Over Portfolios.” It’s not just a tagline — it’s how we measure success.
If you’ve ever wished your advisor cared as much about your life as your investments, we should talk.

📅 Schedule a PersonalPath Intro Call today and see what it’s like to work with a team that measures success by your peace of mind — not just your performance.

Why I Don’t Have an Asset MinimumA lot of advisory firms have an asset minimum — “We only work with clients who have at ...
11/17/2025

Why I Don’t Have an Asset Minimum

A lot of advisory firms have an asset minimum — “We only work with clients who have at least $1 million to invest.”

That’s never sat right with me.

Because value isn’t measured in account balances — it’s measured in trust.

If someone comes to me with $50,000 and a big decision to make, I’m not thinking, “Is this worth my time?” I’m thinking, “Can I help this person make a better decision than they would alone?”

That’s the difference.

Yes, we manage millions. But every conversation deserves the same respect, regardless of what’s on the balance sheet.

And sometimes, the people who feel the most relief aren’t the ones with seven figures — they’re the ones finally able to breathe because someone took their questions seriously.

That’s what drives me.

If you’ve ever felt “too small” to deserve good financial guidance, let me assure you — you’re not.

💬 Schedule a PersonalPath Intro Call and let’s talk about where you are, where you want to go, and what peace of mind could look like for you.

If you ask most people what “financial success” means, you’ll get a list of numbers. A savings goal. A retirement balanc...
11/14/2025

If you ask most people what “financial success” means, you’ll get a list of numbers. A savings goal. A retirement balance. A net worth target.

But ask our clients what it feels like, and they’ll tell you something very different.

They talk about peace of mind. About trusting someone enough to let go of the constant second-guessing. About the moment they realized they could focus on living, not worrying.

At Mendel Money Management, that’s what we strive for.

We know that money isn’t just about numbers—it’s about your family, your freedom, and your future. It’s about knowing
you have someone to call when life throws you a curveball. Someone who knows your story, your values, and your priorities as well as the numbers behind them.

Many of our clients tell us they feel like we’ve become part of their family. That’s the highest compliment we can receive.

Because our goal isn’t just to manage wealth—it’s to be the kind of partner who listens first, plans carefully, and helps you find confidence in every financial decision.

Money is never just about returns. It’s about what those returns make possible: calm, clarity, and peace of mind for the people you love most

Ever feel like some financial firms are reading from a script—offering “personalized” advice that somehow sounds the sam...
11/10/2025

Ever feel like some financial firms are reading from a script—offering “personalized” advice that somehow sounds the same for everyone?

That’s exactly what we wanted to avoid when we built Mendel Money Management.

As an independent firm, our loyalty lies only with our clients— not a product, not a corporation, not a sales quota.

That independence gives us the freedom to design financial plans that are completely centered on you.

Your goals.
Your values.
Your definition of success.

It means we can choose the right tools and strategies without limitation—whether that’s managing your portfolio, mapping out retirement income, or helping you plan for future generations.

There’s no one-size-fits-all approach here. Every plan is built from the ground up, shaped by real conversations and real understanding.

And while independence gives us freedom, it gives our clients something even more valuable: confidence.

Confidence that every decision is made in their best interest.
Confidence that our recommendations are driven by experience, not incentives.
Confidence that they have a team who will always tell them the truth—even when it’s hard.

That’s what independence means to us.

It’s not just how we operate.

It’s how we honor the trust you place in us.

Because when your advisor answers only to you, everything changes.

In a world that celebrates speed—fast investments, quick decisions, instant everything—we do something a little differen...
11/07/2025

In a world that celebrates speed—fast investments, quick decisions, instant everything—we do something a little different at Mendel Money Management:
we slow down.

That’s not because we’re old-fashioned. It’s because some of the most important financial decisions in life deserve space to breathe.

When new clients first meet with us, they’re sometimes surprised that we don’t start with numbers or charts. We start with questions.

We ask about your family.

Your goals.

What you want life to look like in 5, 10, or 30 years.

Because your financial plan should reflect you—not the latest market trend or a one-size-fits-all strategy.

By slowing things down, we create room for thoughtful conversation and true understanding. We uncover what really matters to you—so that when it’s time to make a decision, you feel confident, not rushed.

Our clients often tell us this approach changed the way they think about money altogether. They stop chasing quick fixes and start making intentional choices that lead to long-term calm and clarity.

So yes—we take our time. But that’s how we make sure you can move forward with confidence, knowing every step of your plan is rooted in what matters most.

Because peace of mind can’t be rushed.

11/05/2025

At Mendel Money Management, we don’t rush people into financial decisions.

In fact, if you’ve ever met with us, you’ve probably noticed that our process feels different.

We take time to ask questions—sometimes a lot of them. We listen before we recommend.

Because true financial clarity doesn’t come from filling out a few forms and choosing some investments—it comes from understanding you.

We want to know what keeps you up at night.

What motivates you.

What a “good life” looks like in your eyes.

Once we understand that, the numbers start to make sense. The plan becomes something you can actually believe in, not just follow.

Our clients often tell us that slowing down was the best part of their experience—because it gave them space to think, talk, and truly see the bigger picture.

So yes, we slow down the process. But we do it to help you move forward with more confidence, more control, and a plan that actually fits your life.

Because peace of mind is never rushed.

Address

1200 Shermer Road
Northbrook, IL
60062

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

https://www.mendelmoney.com/disclaimer/

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