John McGowan, CFP®, MBA Mandala Financial Advisors
- 123 G Street Suite 21, Salida, CO 81201
- (312) 890-6221
- https://mandala.financial/
About John McGowan, CFP®, MBA
We’re a different type of wealth management group.
I founded Mandala Financial Advisors on the principal that progressive people deserve advisors who will guide them to financial success without compromising what they value – a sustainable and just world.
Our clients come to us at all stages of life, each with a unique blend of circumstances and objectives. Yet they all share two traits: They value personal wellness and they are lifelong learners. Many are academics, nonprofit professionals, and business owners/entrepreneurs. Mostly women. They tend to be community-centric, compassionate, and follow the adage, “think globally, act locally.”
Our mission is to:
• Maximize the likelihood of your achieving your current and future financial goals.
• Replace your stress over money with financial confidence and wellness.
• Empower you to create positive social & environmental change.
We use a holistic planning process that integrates all facets of your financial life into a personalized financial plan, a map to achieving your goals. We have found the ongoing coaching we provide is a key ingredient to ultimate success. We use a rigorous process for selecting best-in-class ESG (Environmental Social Governance) investment products to match your financial and sustainability objectives. We are a fee-only advisor which means our income is only from fees you pay us for services rendered, not from commissions investment companies pay some advisors for selling products.
I have over 25 years of experience providing sophisticated and caring financial guidance to clients. I am a CFP® practitioner. My educational credentials include an MBA from University of Chicago’s Booth School of Business and a B.S. in Mathematics from Loyola University of Chicago. I’m passionate about community service, with a keen interest in the environment, human rights, and the arts. Years of experience in leadership roles on nonprofit boards taught me capitalism without conscience is flawed.
I’m openly gay which taught me early on to embrace the things that make each person unique. I’m an outdoor and fitness enthusiast who likes to spend time hiking, skiing, and exploring. I’m a student of secular Buddhism, always growing and learning to be a better me.
I encourage you to visit our website (https://mandala.financial) to learn more about Mandala Financial Advisors. We make it easy to schedule a complimentary, no-pressure, introduction meeting.
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June 16, 2021Does the thought of learning what you spend on restaurants and carry-out each month make you uneasy? If you answered “Yes,” you aren’t alone. As a financial advisor, I regularly hear the stress in a new client’s voice when we come to the “Dining Out” category of their expenses. “I’m not sure I want to […]
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Educators, Teachers, and Academics
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $220+/mo
- Hourly Fee: $275+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
