Ross Menke, CFP® Lyndale Financial

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About Ross Menke, CFP®

Ross Menke, CFP® is a financial planner in Nashville, TN. As a collegiate golfer at Iowa State University, Ross knew he would not be pursuing professional golf after college, so he began his pursuit of becoming a financial planner prior to graduation.

After working for both a nationwide financial services company and a boutique wealth management firm, Ross launched Lyndale Financial in November 2016. He is now a location-independent CFP®, working with young professionals and family business owners across the country.

Ross is passionate about providing high-quality, transparent, and objective advice to those in need of a planner. One thing he has learned as a career-long financial planner is that money can be confusing and used in improper ways. He wants to help you live your best life, not sell you a financial product.

 

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Recently Published

Avocado Money

April 15, 2019

If you ask my fiancée what my favorite food is, she won’t hesitate to answer. It’s avocados. I make a large bowl of guacamole on almost a weekly basis. So when articles are written saying avocado toast is the reason why millennials aren’t saving for retirement, I take offense.

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Pass It On

April 8, 2019

Baby Boomers are retiring every day and Generation X is right on their heels. With this, an increasingly large amount of wealth is making its way into IRAs and Roth IRAs. It has been my experience that individuals don’t quite grasp the complexities of such accounts.

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Family First

April 1, 2019

Conversations with estate planning attorneys have led me to understand an interesting trend in human behavior. Individuals typically complete their estate plan at two stages in life: marriage and retirement. On one hand, this is good. Major life changes warrant a review of your estate plan and an update to your documents. On the other hand, this is not so good. Much like the other areas of your financial life, your estate plan needs to be reviewed on a regular basis.

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Ideal Clients

  • Business Owners
  • Family Business
  • Gen Y/Millennials
  • Offers Free Assistance to Furloughed Government Workers
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $200+/mth
  • Hourly Fee: $200/hour
  • One-time Plan: $1,500 / $2,500 flat fee

SEC Records

States Registered

  • South Dakota
  • Tennessee

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