Schedule your free consultation

Did you know that 83% of people that set financial goals feel better about their finances after just one year? It all starts with a conversation.

During your complimentary consultation, you’ll share your goals, more about your lifestyle, and other important considerations so we can develop a financial plan designed just for you. Schedule yours today and start making progress toward a brighter financial future.

Source: Business Wire

Do you need an advisor?

You need a financial plan. Yes, you.

Everyone should have a financial plan, but do you need an advisor, too? It might be time to consider working with a financial advisor if you need guidance or advice on your current situation including, but not limited to…

blue-checkmark Want ongoing investment advice
blue-checkmark Want to save money on your taxes
blue-checkmark Need to create an estate plan, or want to explore estate planning tools like trusts
blue-checkmark Are interested in learning more about alternative investment options
blue-checkmark Are starting to plan for or need help navigating retirement including income replacement, RMDs, health care, etc.
blue-checkmark Are a business owner looking for customized guidance
blue-checkmark Want more support keeping your plan on track

A good plan can mean the difference between more success than you ever thought possible or coming up short of your goals.

With so much riding on your decisions, you need a partner you can count on to get you to the future you’re dreaming of. Schedule your free meeting with one of our advisors to get started.

Frequently asked questions about the process

Sharing your complete financial picture can be vulnerable, but regardless of how straightforward or complicated your situation may be, knowing what to expect will help you go into your first meeting feeling confident. Here are some frequently asked questions that can help you prepare.

How should I prepare for my consultation?

Knowing where to start can be the hardest part.

Here’s what you can do to prepare for your consultation:

  • Gather statements for any existing accounts or investments like your 401k, investment accounts, mortgage, etc.
  • Think about what your goals are – what do you want your retirement to look like? Are you looking to make your investments more tax-efficient? Provide for the next generation?
    P.S. If you’re unsure of your goals, that’s okay, too. We can talk through your aspirations together.
  • Are there life events you’re planning for? E.g., children or grandchildren’s college education(s) or wedding(s), a second home
  • Do you have any concerns with your current financial situation?

Our wealth management questionnaire is a helpful resource for starting to document your personal and financial information ahead of your first meeting, or just for getting a sense of the type of information we will need.

What can I expect during my first meeting?

The first thing we do is listen.

During our first call, we’ll spend some time getting to know you and your goals. You’ll get to know us too, which is why every consultation is free. Some things we’ll cover:

  • What a financial advisor does and how we can help
  • Your current financial situation, including current investments
  • Your goals
  • Answer any questions you have around financial planning and wealth management

Still feeling overwhelmed? Then let’s skip the meeting and instead grab coffee to have an initial conversation about what you’re looking for.

How much money do I need to work with a financial advisor?

Chances are, no matter how much you have, you could benefit from some level of financial advice. We have clients in every stage of life, and investment options that start with a minimum investment of just $2,000.






What happens after my consultation?

After our call, we’ll get to work creating a customized financial plan just for you, designed to help turn your dreams into reality.

If you decide to partner with us, you’ll have a dedicated service team who will coordinate with you and any other professionals you already work with, like CPAs or attorneys, to set up your account and put your plan in motion.

What type of service can I expect going forward?

To provide you peace of mind, we continuously review your progress.

We'll create action plans and provide recommendations based on any important changes in your life. From regular reviews to stress testing your plan so you understand how your plan will hold up against a range of potential market environments and outcomes, over time and as things change, you can count on us to proactively monitor your progress.

And, since you’ll have a team of professionals dedicated to you and your plan, you’ll always be able to get in touch with someone if you have a question or need extra support.


Why work with Manning & Napier?


+ comprehensive planning

We consider your entire financial picture – from taxes, to retirement planning, estate planning, and more, alongside your investments to build you a comprehensive plan.


+ ongoing advice

You’ll get ongoing investment advice, monitoring of your portfolio, and peace of mind knowing you’re on track to meet your goals.


+ personalized support

You’ll enjoy personalized, one‑on‑one service. Your money and your future is personal, and your experience should be too.


+ an established track record

With 50+ years of experience managing money, rest assured we’ve seen it all. Our investment strategies have been time-tested throughout the many market environments we’ve encountered since opening our doors in 1970.

Resources to help you prepare for your free consultation



The Ultimate Financial Planning Checklist

Get a breakdown of key considerations and steps to get started on your financial plan.



Preparing for Retirement

Designed to help you start to prepare for retirement, this cheat sheet outlines what you need to be thinking about before taking the leap.



Wealth Management Questionnaire

This questionnaire is designed to help you gain an understanding of the type of information needed to build a comprehensive financial plan, and, if you're ready, start compiling that information, all in one place.


Who we are

We strive to be your one-stop shop for financial wellness, which is why we consider all aspects of your financial health, from investments to taxes and more, to build your plan. And with regional service teams throughout the US, we’re prepared to meet you wherever you are – physically and financially.

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