Goal-setting, dream-building, future-conquering financial freedom starts here.
We know how to build wealth for our clients so that they can build legacies.
We’re a family-owned business. We know our clients by name. The Muhlenkamp Method is a common sense approach to planning and managing your investments that’s done at your kitchen table over coffee and bagels, not out on the town schmoozing over cocktails and lobster. We roll up our sleeves as we work with you to plan, prioritize, and execute on time-honored strategies we’ve used for decades.
WE WORK FOR YOU
The Muhlenkamp method is simple and frank. We don’t need to schmooze over cocktails and lobster. We’re more meat and potatoes. We get our hands dirty as we plan and prioritize, manage and multiply your money using time-honored strategies we’ve perfected over decades.
We are not in the mutual fund business. We are in the profession of investing other peoples’ money. There’s a difference.
INDUSTRY INSIGHTS AND MORE
Achieve Financial Independence
A New Virtual Lunch & Learn Series“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 3: “Achieve Financial Independence” [button...
Make More Spend Less
A New Virtual Lunch & Learn Series“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 2: “Make More, Spend Less” [button...
Setting Short- and Long-Term Financial Goals
A New Virtual Lunch & Learn Series,“Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 1: “Setting Short- and Long-Term...
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SEMINARS & WEBCASTS
We believe an informed investor is a more successful investor, and we welcome the chance to talk with you and answer any questions you have.