John McGowan, CFP®, MBA Mandala Financial Advisors

About John McGowan, CFP®, MBA

John spent most of his 30-year career advising affluent individuals and families, managing the opportunities and complexities that come with great wealth and modern family dynamics. Many of his clients were progressive and desirous of making a positive difference in the world. He collaborated with them in establishing socially responsible investment and philanthropic strategies to help them achieve their goals for change.

Over the past few years, John became increasingly concerned as he watched many social and environmental protections loosened and eliminated. He believes each of us is empowered to create positive impact using our financial investments, regardless of scale. He made the decision to form a new business, Mandala Financial Advisors, to leverage his experience and make many of the tools and strategies he’s used available to a broader group of people. He focuses on impact (ESG, sustainable) investing and personal financial wellness.

John is passionately engaged in non-profit community activities. He is the past chairman of the Lookingglass Theatre board of directors in Chicago, a leader in LGBTQ human rights organizations, and a supporter of groups protecting and restoring our precious natural environment. He enjoys fitness training, hiking, skiing, and co-raising Morty, a mischievous Jack Russell Terrier, with his life partner, Dave. He calls Des Moines (IA) and Salida (CO) home, and is still in the embrace of his beloved Chicago.

John has an MBA from the University of Chicago’s Booth School of Business and a B.S. in Mathematics from Loyola University of Chicago. He is a Certified Financial Planner™.

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Ideal Clients

  • LGBTQIA
  • Outdoor Enthusiasts
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Hourly Fee: $250+/hr
  • AUM: 1.00%

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