A complete list of active advisors currently associated with Mohar Financial Planning
Warmer can help you find a great advisor at Mohar Financial Planning or one who fits your needs even better.
Mohar Financial Planning provides comprehensive financial planning to individuals and families, including high-net-worth clients, covering investments, employer-sponsored benefits, cash flow, insurance, and estate planning. The firm prepares full financial plans with periodic reviews and also offers shorter, flat-fee engagements for discrete client needs. The firm’s investment approach emphasizes diversified portfolios built with low-cost mutual funds and ETFs, alignment with client risk tolerance and goals, and attention to tax efficiency and employer-stock concentration. Portfolios are designed to be straightforward and easily understood, and the firm provides recommendations rather than assuming discretionary trading authority or custody of client assets. Distinctive features include a planning-focused, fee-only business model that does not charge fees based on assets under management and does not accept commissions or third-party compensation, which is less common among peer independent advisors. With a relatively small client roster and a principal who combines prior military service and senior roles at a large national bank with a technical undergraduate degree, the firm emphasizes ongoing planning contracts, client-agreed review schedules, and occasional single-item flat-fee work rather than wrap or AUM-based services.
To learn more about the advisors currently working at Mohar Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oilville, VA
| 10
|
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