Mohr Group

At the Mohr Financial Group, we understand that every individual and business owner has a unique vision for their future. That's why we're dedicated to providing personalized financial planning services that cater to your specific needs and goals. Our team of experienced and credentialed financial planning consultants is committed to helping you navigate the complexities of financial planning, investment management, and wealth management.

Our History

Established in 1984, the Mohr Financial Group has been serving high-net-worth individuals, families, and business owners in San Diego and beyond. As an independent financial planning consultant and advisory firm, we take pride in our fiduciary duty to put your needs first and act in your best interest. Our mission is to eliminate the "can'ts" and help you discover limitless possibilities.

Our Services

We offer a comprehensive range of financial planning services designed to help you achieve your goals and secure your financial future. Our services include:

• Financial planning for high-net-worth individuals and families
• Wealth management and retirement planning
• Business owner planning and succession planning
• Investment management and portfolio construction
• Estate planning and wealth transfer

Our team takes the time to listen to your goals and implement a personalized course of action to pursue your desires. We believe that with the right guide, any journey is possible, and we're committed to helping you every step of the way.

Who We Help

We specialize in serving high-net-worth individuals, families, and business owners who require attention, perspective, and care to manage their complex financial lives. Our expertise includes:

• High Net Worth Individuals and Families: We help balance complex financial lives and achieve long-term goals.
• Business Owners: We help plan ahead, identify opportunities and risks, and achieve business success.
• Retirees: We help define and confidently pursue retirement goals.
• Pre-retirees: We help design a personalized retirement plan and achieve financial security.