FEATURED IN
YOUR WEALTH.
YOUR WAY.
We partner with you to build solutions that work for you while helping preserve and manage your assets. We understand that things can feel more complicated as your wealth grows.
We help develop strategies to reduce your tax burden.
We take a thorough approach to help address all aspects of your financial plan.
We work with you to create a plan that helps support your family in your absence.
We answer these questions and more for goal-oriented professionals who value their time and peace of mind. Instead of handling all these complexities alone, you can focus on what matters most—family, travel, hobbies, and your career—while we manage the rest.
From investment management to tax planning, financial projections, and retirement planning, our flexible and straightforward approach is tailored to your unique needs. Assembling solutions that meet your goals and empower you to build your legacy!
After working in the industry for over a decade, our founder, Philip Mock, quickly realized that many financial advisors simply “pitch” cookie-cutter solutions or products to meet quotas. Philip founded 1522 Financial, making YOU, the client, and your goals the center of everything we do. 1522 Financial’s unique approach offers innovative and modern financial solutions to help busy professionals realize and achieve their financial goals with the personal attention they deserve.
EMPOWERING YOUR FINANCIAL JOURNEY
NO-NONSENSE APPROACH TO PLANNING
PRIORITIZING YOUR UNIQUE NEEDS
Our objective at 1522 Financial is to offer transparent, flexible solutions to help you accomplish your financial dreams and invest wisely. We understand that no two clients are alike, and each solution is built to meet your unique needs. Whether it be a comprehensive plan with ongoing management or a simple “check-up” - we adjust to meet your needs, not the other way around.