^{About Me}
Financial Guidance That Feels Like a Partnership

Meet James Mehok

James Mehok, founder of Mehok Wealth Management

I’m James Mehok, founder of Mehok Wealth Management. I serve individuals, families and business owners with retirement planning, investment advice and business strategies.

I am an Investment Advisor Representative with Private Advisor Group and a Registered Representative with LPL Financial, a registered broker-dealer.

My Background

I grew up in Munster, Indiana, and graduated from Munster High School in 2007. I earned my Bachelor of Science in Finance and Risk Management from Ball State University in 2011.

I hold my Series 7 and 63 registrations through LPL Financial and my Series 65 registration through Private Advisor Group.

How I Work With Clients

My mission is to understand your needs, wants and long-term goals. I work with clients to develop customized financial strategies that bring together asset allocation, financial management, retirement planning, college planning and succession planning.

Regular client meetings provide an opportunity to review performance, revisit financial goals and consider adjustments as economic or lifestyle conditions change. Helping people prepare for retirement and education expenses is a central part of my work.

Schedule a Conversation or call (219) 400-0485.

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What You Can Expect From Working With Me

I do things a little differently, and I think you'll appreciate why.

Your Priorities First

We begin with your goals, responsibilities and questions. Your financial plan provides the context for investment decisions and the tradeoffs ahead.

Clear Explanations

We discuss the reasons behind a recommendation, the risks involved and the alternatives available, so you can make an informed decision.

A Plan That Can Adapt

As your life changes, we revisit your priorities and the strategy behind your plan. Major transitions are an opportunity to review what still fits and what needs attention.

^{Meet Me}
The Person Behind the Plan

I'd love the chance to introduce myself. Here's a little about who I am, how I got here, and why I do this work.

James Mehok

Owner/President

^{Get Started}
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. I'd love to hear your story.

Schedule a Conversation

About MeFinancial Guidance That Feels Like a Partnership