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Harold Mohn, Jr

Harold Mohn, Jr., CPA

Financial Advisor

hlm@prosperityconsult.com
8601 Robert Fulton Drive, Suite 210
Columbia, MD 21046

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.

Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
800 Red Brook Boulevard, Suite 300
Owings Mills
Maryland
21117
United States