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
Which Retirement Plan is Better for My Team, a SEP or SIMPLE IRA?
Both SEP and SIMPLE IRAs are tax-deferred retirement plans designed to allow business owners and employees a more straightforward method of saving...
Why an Emergency Fund is a Good Idea
An emergency fund is the rainy-day fund; it’s for the out of the ordinary, once in a blue moon expense that you need money for RIGHT NOW. It is for...
The Difference Between a Savings Account and Investing
The words saving and investing seem to always go together, like peanut butter and jelly, or death and taxes. And they do belong together, because...
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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.