Harold Mohn, Jr., CPA

Harold L. Mohn, Jr., CPA, is a Financial Advisor at The Prosperity Consulting Group. With a background as an experienced tax advisor and business consultant, Harold’s philosophy is to provide a comprehensive approach to wealth management while focusing on clients personal objectives. He believes that wealth needs to be fostered over time with diversification and proper asset allocation. Looking at tax efficiency, estate, financial, insurance, business and retirement planning, Harold helps individuals and families create a holistic wealth management plan that accounts for all aspects of their lives. Working within an array of industries, Harold helps companies maneuver through complex business transitions such as succession planning and tax efficient investments.

The core of Harold’s practice lies in his passion for helping clients navigate through:

• Wealth Management
• Tax Efficient Strategies
• Investment Planning Business Succession
• Asset Allocation
• Estate Planning
• 401(k)

The value that Harold L. Mohn, Jr., along with The Prosperity Consulting Group, LLC, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, key areas that are critical to a client’s financial success are addressed: Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning and Business Planning. This proactive approach enables Harold, and The Prosperity Consulting Group, to build strong relationships with every client while delivering results.

^{Harold Mohn is a licensed Certified Public Accountant. He serves as an independent contractor for The Prosperity Consulting Group, LLC. He is employed full time at accounting firm, UHY Advisors Mid-Atlantic MD, Inc. UHY Advisors Mid-Atlantic MD, Inc. provides accounting, tax preparation services, and consultations regarding accounting and tax matters.}

^{*The Five Star Wealth Manager award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.}