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.
The financial advice industry is made up of differing viewpoints, strategies, and fee structures. I want to give you an inside perspective on how I view financial planning, investment management, and fees paid for advice.
Family business owners face challenges that make most people cringe. The mixture of family and business creates the need for a special kind of balancing act. Can you imagine having to make a high stakes business decision, and then turn around and have a family holiday party? This is only the start of how difficult it is to be part of a family-owned business.
Two short years ago, Lyndale Financial was born—November 21, 2016 to be exact. If I didn’t say these were the two best years of my life, I would be lying. I’ve had the opportunity to work with the most amazing clients, connect with talented professionals in other fields, and provide a service to my community.
- Business Owners
- Family Business
- Gen Y/Millennials
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Monthly Fee: $200+/mth
- Hourly Fee: $200/hour
- One-time Plan: $1,500 / $2,500 flat fee
- South Dakota