MOHAN FINANCIAL
Define Strategy. Define Wealth.
Mohan operates from a different premise. We accept families by qualification, design every engagement to a written blueprint, and remain the single point of accountability across every relationship in the advisor ecosystem
A tax preparer files. An advisor allocates. An attorney drafts. Independently each is a craftsman, together they are one.
Every engagement begins with a written blueprint tailored for your family.
From first conversation to ongoing advisory. A deliberate path built for clarity, confidence, and the right fit. Discovery comes first, because what we learn in those early phases becomes the foundation everything else is built on. The first three engagements are complimentary; nothing is committed until both sides see the architecture emerge.
Each assessment is purpose-built for where the client stands today. Foundation for single-income RSU complexity, Momentum for dual-income households with real estate, Legacy for multi-entity families and business owners. Each tier includes every deliverable from the prior tier.
Single-income tech employees where RSU income is the primary complexity driver.
Married tech employees with a working spouse and real estate interest or REPS potential.
Established families and business owners with multiple income streams, entities, or estate planning needs.
the working relationship
The working relationship for households in motion. Active equity-comp coordination, tax-aware rebalancing, and ongoing strategy across the full plan — with your CPA and attorney coordinating at your direction when needed.
complexity, met precisely
For complexity that demands precision. Multi-entity coordination, real estate strategy, advanced equity-comp planning, and proactive estate posture — with the firm coordinating strategy across tax and investment alignment, working with your estate attorney at your direction.
Concierge Wealth Management Services, in everything but name
Concierge Wealth Management Services — in everything but name. Bespoke governance, full ecosystem orchestration with your CPA and estate attorney at your direction, generational planning, and unrestricted access to the advisory team. Reserved for households where the architecture is the asset.
The working partnership for households in motion. Active equity-comp coordination, tax-aware rebalancing, and ongoing strategy across the full plan — with your CPA and attorney coordinating at your direction when needed.
Quarterly Meetings
For complexity that demands precision. Multi-entity coordination, real estate strategy, advanced equity-comp planning, and proactive estate posture — with the firm coordinating strategy across tax and investment alignment, working with your estate attorney at your direction.
Monthly Meetings
Concierge Wealth Management Services — in everything but name. Bespoke governance, full ecosystem orchestration with your CPA and estate attorney at your direction, generational planning, and priority access to the advisory team. Reserved for households where the architecture is the asset.
Continuous Engagement
Every engagement begins with a complimentary conversation.