Julio Mendez

I am a husband and father of four—three boys and one girl—which continually shapes my perspective on responsibility, long-term planning, and what truly matters most.

Family and stewardship are at the core of how I approach both life and the work I do with clients. I am one of nine partners at The Bedford Group, a private wealth management practice under Ameriprise Financial. Alongside my eight partners and the dedicated support of our four staff members, we work collaboratively to deliver thoughtful, comprehensive financial planning and a highly personalized client experience. My purpose is to help clients feel confident, connected, and in control of their financial lives. I believe the right financial advice can help prepare you for whatever life brings—both the expected and the unexpected—by providing clarity, structure, and a long-term strategy aligned with your goals and values. I have earned the Chartered Financial Consultant® (ChFC®) designation, reflecting advanced training in financial planning, retirement strategies, risk management, and estate planning. This education supports my commitment to delivering well-rounded, strategic guidance tailored to each client’s unique situation.