Dana J. Menard is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certified Digital Asset Advisor® (CDAA®), and Founder of Twin Cities Wealth Strategies, Inc. With over 20 years of experience, Dana offers personalized financial advice to professionals, business owners, entrepreneurs, and families, focusing on both immediate and long-term goals to help them live a lifestyle they love.
Dana enjoys spending time with his wife Sonja, their three daughters, and friends. They love reading, watching movies, exercising, family games, and outdoor activities at their cabin. Dana also volunteers with the Maple Grove Lions Club and BestPrep, supporting community programs and teaching financial literacy.
Fee-only, commission-free advice and services
We legally cannot accept commissions, referral fees, or kickbacks from any of the companies or products that we recommend to our clients.
Sworn Fiduciary
We are required by law to do what is in your best interest, at all times, without exception. (FYI: Over 85% of financial advisors are NOT fiduciaries)
Independent, credentialed firm
We work only for you, and do not represent any banks, brokers, or insurance companies. We take a financial planning-first approach and do not make any recommendations until a thorough diagnostic exam is completed first. We then have the freedom to find the best solution for your specific situation
150+ clients assisted
We have helped many small business owners and busy professionals take control of their finances by helping them keep more of their own hard-earned money through proactive financial and tax planning strategies
20 years of industry experience
After 20 years of working directly with small business owners and busy professionals, we understand that they are seeking financial advice unique to their situation and do not just want to be sold insurance or financial products
