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Mohar Financial Planning
Mohar Financial Planning helps clients determine what they want their money to achieve, then builds and executes a plan to reach those goals.
Mohar Financial Planning
Mohar Financial Planning helps clients determine what they want their money to achieve, then builds and executes a plan to reach those goals. Its investment philosophy is to create diversified portfolios aligned with each client's risk tolerance and goals. As a fee-only planner, it puts client interests first and uses low-cost, no-commission, tax-efficient investment vehicles.
General information
Firm type
RIA
Location
City
Goochland, VA
Principals
Derek Mohar
founder
Frequently asked questions
Who runs investment decisions at Mohar Financial Planning?
No named principals or investment committee members have been publicly identified for Mohar Financial Planning. Public records do not list a CEO, CIO, or chief compliance officer. The firm's ownership and governance structure are not disclosed in available sources.
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