A Growing Family
A Growing Family

Getting Married
Getting Married

Enjoying Retirement
Enjoying Retirement

A Growing Family
A Growing Family

At Mann Capital Management, we specialize in helping people who are in a period of transition. Whether that be changing jobs, having a child, starting a business, planning for retirement or even leaving a legacy, we are here to help. 

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We strive to educate, advocate and enhance our clients' ever-changing financial lives. Our goal is to become a lifetime resource for the people we serve.

 

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Retirement Planning

 

​Planning for retirement is a journey. Whether you are at the beginning of a new career or ready to hang your hat and retire from your life's work, each stage is of equal importance. It really all boils down to a few key factors--

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Investment Advisory

 

A conversation about your investment portfolio should take into account the planning that you have done in a broader perspective. Each investment has a unique purpose in your overall financial strategy. 

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Risk Management

 

Having a solid financial strategy includes addressing risks that can keep a family or business from achieving financial goals. Analyzing a client's risk is critically important and at the foundation of what we do. 

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Investments are offered to residents of AL, CA, FL, GA, IL, IA, MI, NC, NH, NY, OH, OK, PA, TN, TX, SC, VA & WI through representatives of Lincoln Financial Securities, member SIPC. Advisory Services are offered to residents of NC & VA through representatives of Lincoln Financial Securities. Lincoln Financial Securities and their representatives do not offer tax or legal advice. Please see your personal financial professional regarding your individual circumstances. Lincoln Financial Securities and Mann Capital Management are not affiliated. Alex Mann has contracted with Dave Ramsey as a Smart Vestor Pro.  Dave Ramsey’s Smart Vestor Pro are for investment services only  Dave Ramsey’s endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Securities.  LFS is separate from and unaffiliated with Dave Ramsey.  Smart Vestor Pro’s pay a fee to be included in the network. LFS-3040467-041420 

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.