INDEPENDENT ADVICE, CREATIVE
APPROACH, CUSTOMIZED PLANNING
WORKING WITH CLIENTS
Established in 1984, the Mohr Financial Group is an independent San Diego financial planning 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 professionals 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.