The Manning Companies | Comprehensive financial planning in San Diego, CA

    We are one firm looking out for your holistic financial wellness.

    Get personal, direct, cost-efficient management for your finances. Whether you’re building a comprehensive financial plan or saving for retirement, we can help you inventory all your assets so you can see them on one consolidated statement. We’ll also help track the important people in your life—think family, CPA, attorney—so we’re always prepared to act quickly and efficiently on your behalf.

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    Guidance for individuals, families, and business owners on financial planning, wealth management, investments, and more. Our advisors can help you create strategies that are appropriate for your goals and challenges, and we offer the services you’ll need for every stage of life.

    Wealth Management Services

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    Our team of retirement specialists help employers design and manage retirement plans for their companies. We also work with their employees, helping them understand their retirement package and how it fits within their bigger picture.

    Corporate Retirement Services

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    Our mission to take care of charities that are in need. We help fund organizations that provide resources for foster youth, care for animals, feed our communities and more.

    Causes We Support

    You’ve come to the right place to explore your financial questions.

    Set goals and make a plan to meet them. We'll help you make informed financial decisions at every stage of your wealth journey.

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    Wealth Management Consulting

    Help navigating complex considerations that arise with wealth management.

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    Financial Planning

    Understand your current financial picture, decide how you want it to look in the future, and determine the steps you’ll need to take.

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    Business Financial Planning

    Financial guidance on running your business, from executive benefits, to insurance strategies, to succession planning and beyond.

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    Retirement Solutions

    Retirement packages for your company with support for your employees.

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    Charitable Giving

    Incorporate giving into your overall strategy and optimize your philanthropic endeavors.

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    View Corporate Retirement Services

    We’ll never treat you like a number.

    The steps you take on the journey toward retirement are of the utmost importance to your financial plan. Our team is equipped with technology that helps us organize your assets and paperwork, bring clarity to where you are in relation to your goals, and care for your finances as if they were our own.

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    Our Team

    We hope our happy employees speak volumes about who we are as a company.

    ​Meet Our Team​

    Michael Manning home

    Michael Manning

    CEO of The Manning Companies

    William B. Corder home

    William B. Corder

    President of MWM Retirement Solutions, Inc. Senior Financial Advisor, Manning Wealth Management