Mench Financial Inc

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Client assets under management

$96,907,117

Clients

175

47% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$553,755

About

Mench Financial, Inc. provides discretionary portfolio management and model portfolio services to individual clients (both non‑high‑net‑worth and high‑net‑worth) as well as pension plans, charitable organizations and other businesses. The firm establishes client investment policies through personal discussions of objectives, time horizons, risk tolerance and liquidity needs, and implements portfolios using exchange‑listed securities, OTC securities, corporate and government bonds, and ETFs.

The firm employs a mix of analytical approaches — including fundamental, technical/charting, cyclical, quantitative and qualitative analysis — and emphasizes asset allocation through several sector‑enhanced model portfolios (Capital Preservation & Income Sector Enhanced; Balanced Sector Enhanced; Global Sector Enhanced; Ultra Sector Enhanced). Accounts are monitored on an ongoing basis, reviewed monthly with annual rebalancing as appropriate, and clients receive quarterly reports summarizing account performance, balances and holdings.

Compared with many peers, Mench Financial discloses and advertises performance results, a practice that is relatively uncommon among supported firms, and the brochure highlights routine quarterly performance reporting to clients. The use of named sector‑enhanced model portfolios combined with explicit technical and quantitative methods sets its implementation approach apart from advisers that rely primarily on fundamental or long‑only strategies.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

0.10% to 1.00% annually (negotiable based on client circumstances)

Other

Account minimum: $50,000

Main office location

Mench Financial Inc

5725 Dragon Way, Suite 321

Cincinnati OH 45227-4593, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 513-745-5111

Advisors at this firm

Tonia H

Series 65

Cincinnati, OH

Mench Financial Inc

Tonia Hahn is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with six years of industry experience. She has been with Mench Financial since 2018. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses, employing a combination of fundamental, technical, quantitative, and qualitative analyses to tailor portfolios based on client objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management

Thomas M

Series 65

Cincinnati, OH

Mench Financial Inc

Thomas Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 23 years of industry experience. He has been with Mench Financial since 1994. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored and model portfolios aligned with clients’ investment goals.

Wealth management Passive / index investing Active portfolio management

Andrea M

Series 65

Cincinnati, OH

Mench Financial Inc

Andrea Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 14 years of industry experience. She has been with her current firm since 2008. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, and qualitative analyses to tailor portfolios aligned with client goals, offering both individualized and model portfolio management.

Wealth management Passive / index investing Active portfolio management

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