Why MOKAN wealth?
Not all financial advisors and planning are created equal
The 6 MOKAN Wealth Standards
Fiduciary
We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them.
Tax-Focused
Tax planning is one of the most critical parts of your retirement, but this aspect is often underappreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table.
Fee-Only
No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution.
Comprehensive
You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments.
Custom
Everyone’s financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach.
Boutique
MOKAN Wealth Management prides itself on a unique and custom financial planning approach combined with institutional wealth management. We are not interest in working with just anyone and everyone. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit.