Goal Oriented | Plan Driven | Client Focused

Team photo


Derived from the Latin word to serve, our goal at Serviam Financial is to enrich the lives of the families and businesses we work with through customized comprehensive planning.

Given the complexities we face in today’s world, all successful planning is objectives based and goal driven. Through thoughtful consideration, we help our clients develop a written plan that will serve as their guiding tenet. 

Our team is award winning

Harry Mentonis has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. You can read the 2022 article here.

Forbes Top Financial Security Professionals 2021