Mohr Wealth Management

Financial planner in Columbus, OH (show on map)

Fee-based financial advisory firm specializing in structured asset class investing and low-cost institutional funds, founded by Ron Mohr.

Call (614) 488-3920

Navigate to Visit website

About

Mohr Wealth Management Inc., founded by Ron Mohr, is an independent financial advisory firm that provides fee-based services focused on structured asset class investing using low-cost institutional funds. The firm emphasizes a scientific, low-fee approach to investing, avoiding speculative stock picking and market timing.

Mohr Wealth Management works with a select group of clients who prefer honest feedback and value professional advisory services. The firm is powered by Dimensional Fund Advisors (DFA) and is registered with LPL Financial, serving clients primarily in Ohio, Delaware, and California.

Fee-based advisory model

Structured asset class investing using DFA

Low-cost institutional funds

Unbiased, consultative approach

Focus on long-term wealth preservation

Services

Structured Asset Class Investing

Utilizes Dimensional Fund Advisors (DFA) low-cost institutional funds to capture market returns through scientifically designed portfolio construction.

Low-cost institutional funds Structured asset class investing No stock picking or market timing

Fee-Based Financial Advisory

Provides unbiased, consultative financial advice without commission-based incentives, focusing on long-term wealth preservation and growth.

Fee-based model Unbiased counsel Low fees Tax-sensitive strategies

Credentials & Certifications

Dimensional Fund Advisors (DFA) Partnership

Since 1989

Frequently Asked Questions

What is the investment philosophy of Mohr Wealth Management? +

Mohr Wealth Management employs a scientific, low-fee investment philosophy focused on structured asset class investing using Dimensional Fund Advisors (DFA) funds, avoiding speculative stock picking and market timing.

How does Mohr Wealth Management differ from traditional commission-based models? +

Mohr Wealth Management uses a fee-based, consultative approach without commission incentives, emphasizing low fees, unbiased counsel, and tax-sensitive strategies, contrasting with traditional models that focus on stock picking and market timing.

Who are the clients Mohr Wealth Management works with? +

Mohr Wealth Management serves a select group of corporate professionals, small business owners, and families from Columbus and beyond who value open feedback and prefer professional advisory services focused on structured asset class investing.