INDEPENDENT ADVICE, CREATIVE
APPROACH, CUSTOMIZED PLANNING
Established in 1984, the Mohr Financial Group is an independent San Diego financial planning consultant and advisory firm specializing in planning for individuals, families and business owners. Working as a fiduciary and business consultant to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.
When you partner with us, you work with a team of tenured and credentialed San Diego financial planning consultants to construct, implement and maintain your personally designed financial plan. We take the time to listen to you to determine what you truly desire, and implement a course of action to pursue those desires utilizing consistent practices founded upon research, knowledge and experience.
WHO WE WORK WITH
Retirees
Retirement means something different for everyone – lets 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 San Diego wealth management advisors provide their perspective.
High Net Worth Individuals and Families
High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our San Diego wealth management advisors and retirement planning experts will guide you through all market conditions, 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 owners identify 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.
Get In Touch With Our Team!
OUR ADDRESS
12555 High Bluff Drive, Suite 205
San Diego, CA 92130
Mon-Fri: By Appointment