What makes us different
"All the time and effort people devote to picking the right fund, the hot hand, the great manager have, in most cases, led to no advantage." - Peter Lynch, 1990
We do things differently around here.
Mohr Wealth Management employs an investment philosophy that takes the drama out of the markets ebbs and flows. It may not be the most exciting way to invest, but we think you'll be all right with that. Compare the typical investor scenario with ours and let us know when you would like to get started.
| The typical investor | Mohr Wealth Management investor |
| Speculation | Science of capital markets - No guess work |
| High fees | Low fees |
| Sold “products” | Consultative educated |
| Stressed | Relaxed |
| Tax-inefficient | Tax sensitive and efficient |
| Commission based | Unbiased counsel |
| Immediate/Short term |
Focused on a longer view
The scenario's listed above may not be representative of all investors and are not indicative of future performance or success.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: OH, DE, CA
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