TAILORED FOR YOU.
CUSTOMIZED FOR YOUR TOMORROW.

Your vision for your future is unique.

Shouldn’t your financial plan have the same personalization and sophistication?

At the Mohr Financial Group, our combination of first-class service and experience is crafted to help business owners and high-net-worth individuals like you see the big picture and pursue your goals.

We know that your life is busy, and your future feels complicated. We understand that your financial goals are anything but simple.

You deserve a team in your corner to help make the impossible attainable and the frightening less scary.

You deserve the Mohr Financial Group.

With the right guide, any journey is possible.

“Can’t” is a four-letter word.

“Can’t” can limit your success. It can limit your future. It can limit the possibilities.

Henry Ford famously said: “Whether you think you can or you can’t, you’re right.”

The Mohr Group was established in 1984 to help eliminate the “can’ts”. We are an independent San Diego financial planning consultant and advisory firm specializing in planning for high-net-worth individuals, families, and business owners.

Being a fiduciary is more than just industry jargon for us–it’s a way of life.

It is our legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the planning process.

We work to fulfill your obligations to the best of our abilities and employ judicious care to inform and provide full and fair disclosure of all material facts. We seek to provide fair and balanced advice, exercise professional competence, and demonstrate good judgement, prudence, and diligence as we help you make decisions about your money.

When you partner with us, you collaborate with a team of tenured and credentialed financial planning consultants to construct, implement, and maintain your personally designed financial plan. We take the time to listen to identify your goals and implement a course of action to pursue those desires.

The world is full of people that believe they can’t and hope you can’t either. We know that together, with the right people in your corner, we can eliminate the “can’ts” and discover limitless possibilities.

WHO WE HELP

Most financial advisors are looking to manage money, but few can integrate the many facets of your financial life. At the Mohr Financial Group, we aim to manage your financial obligations today with your vision for tomorrow.

High Net Worth Individuals and Families

High Net Worth individuals and families require attention, perspective, and care to help bring balance to their complex financial lives. Our San Diego wealth management advisors and retirement planning professionals will guide you through the journey offering valuable counsel and insight every step of the way.

Business Owners

What’s next for your business? Planning ahead can be complicated. Our goal is to help business owners find opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.

Retirees

Retirement means something different for everyone. Our San Diego wealth management advisors and retirement planning professionals help you define yours, and confidently pursue it.

Pre-retirees

It’s never too early to plan for retirement, and to design what it looks like for you and your family. Let our experienced advisors provide their perspectives.