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.