We make planning personal.

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Your MOKAN advisor is here to help you navigate the road to retirement. We package retirement planning, investment management, Social Security timing, tax strategy, income planning, insurance review, and estate planning. This approach simplifies your plan and gets all of your financial planning under one roof.

Helping you get the most from retirement.

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Tax-focused

Paying taxes could be your largest expense in retirement. Shouldn’t you have an expert to guide you?

Income driven

Build a plan that allows you to manage spending levels by age and actually enjoy retirement.

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How we work

Enjoy your retirement, leave the rest to us.

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Who we serve

Those over 50 years old, who are retiring soon

Retirement investors age 50+ who are retired or within 10 years of retirement

Diligent savers with $1-5M saved for retirement

These assets can be brokerage, IRA, 401(k), 403(b), option accounts, and more.

Hard-working people who know they deserve better

People who value expert help because they know their retirement is too important to manage alone. They want to delegate all of their retirement planning and investment management to MOKAN.

See if we’re a good fit.

After a lifetime of saving, it’s time to let your money do all the work. Answer a few questions to see if we should work together and schedule a time to talk.

MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided “AS IS” and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as "MOKAN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.