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

Core Beliefs

December 10, 2018

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.

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Rising Generation

December 3, 2018

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.

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Lyndale Financial Turns 2

November 26, 2018

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.

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Ideal Clients

  • Business Owners
  • Family Business
  • Gen Y/Millennials
  • 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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