Mohr Wealth Management

Who We Are

Welcome to Mohr Wealth Management, your trusted partner in achieving your financial goals. As a boutique firm, we believe in taking a personalized approach to financial planning and investment. Our founder and principal, Ron Mohr, is dedicated to providing guidance and expertise to help you make informed decisions about your financial future.

Our Approach

At Mohr Wealth Management, we reject the traditional approach to investing, where advisors try to predict which stocks or funds will perform well. Instead, we believe in aligning our investment strategy with your unique financial goals and risk tolerance. Our approach is based on a deep understanding of the markets and a commitment to transparency.

Structured Investing

We are proud to be one of the select few advisors in the central Ohio area empowered to offer Dimensional Fund Advisors (DFA), the thought leader in structured asset class investing. By leveraging DFA's research and expertise, we create customized portfolios designed to capture the returns of the market through state-of-the-art portfolio construction and trading.

Our Unique Value Proposition

Unlike many traditional financial advisors, we do not have a commission-based incentive to sell specific financial products. Our fee-based approach means that we work for you, not the other way around. Our primary goal is to help you achieve your financial objectives, not to sell you products or services.

Our Services

Our services go beyond just investment management. We offer a comprehensive suite of financial planning and investment solutions designed to help you achieve your goals, including:

• Investment Management: We create customized investment portfolios designed to align with your financial goals and risk tolerance.
• Financial Planning: We take a holistic approach to financial planning, helping you make informed decisions about your financial future.
• Wealth Management: Our team is dedicated to helping you manage your wealth and achieve your financial goals.

Our Partnerships

We are proud to partner with LPL Financial, one of the leading financial services companies in the nation. As an independent firm, we are part of a network of over 14,000 independent advisors who share our commitment to transparency and integrity.