Retirement planning
The firm’s coordinated plan connects income, tax strategy, investments, healthcare, and legacy.
Source: LinkedIn company description · Retrieved October 13, 2026
Company profilemokanwealth.com ↗
Mokan Wealth Management
Mokan Wealth Management is a fee-only, fiduciary, independent registered investment adviser serving couples nearing retirement.
- Headquarters
- Overland Park, Kansas, United StatesSource: RevenueBaseRetrieved October 13, 2026
- Employee range
- 1 to 10Source: RevenueBaseRetrieved October 13, 2026
- Founded
- 2013Source: RevenueBaseRetrieved October 13, 2026
- Published list appearances
- 2 supported appearances ↗Source: RevenueBase lists
What does Mokan Wealth Management do?
The firm focuses on tax-first retirement planning. Its Retire Ready Roadmap connects income, tax strategy, investments, healthcare, and legacy in one coordinated plan.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
Who it serves
Mokan Wealth Management serves married couples within 10 years of retirement who have at least $2 million saved in 401(k)s and IRAs.
Services & capabilities.
Company lists.
Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.
#9OF 11
↗#23OF 25
↗Positions describe ordering within each source list. See how lists are built ↗
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Sources & data notes.
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 19, 2026. How the company lists are built.
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