Areas We Serve

Financial Planning Across Northwest Indiana

Mehok Wealth Management serves individuals, families and business owners with personal financial planning conversations focused on retirement, investments, cash flow and long-term priorities. I’m James Mehok, and I work directly with you to understand your goals and the questions you want help addressing.

Explore Your Community

These pages describe communities we serve; they do not represent separate office locations. If your community is not listed, contact me to discuss service availability. Services depend on applicable registration requirements.

Choose How We Meet

In-person meetings are available by appointment only in Crown Point, Indiana. Phone and video meetings are also available. The P.O. Box in Schererville is for mailing and is not a client meeting office. We can discuss meeting arrangements when responding to your request.

Start With the Planning Question That Matters to You

Some conversations begin with retirement timing. Others start with a career change, education expenses, business ownership or uncertainty about investments. Your location provides context, but your goals shape the plan.

Explore services for individuals and families, services for business owners and retirement planning. You can also review what working together involves before requesting a conversation.

Start With a Free Discovery Meeting

Our first conversation lasts about 30–60 minutes. We get to know you, your goals and what matters most, review your current financial picture and begin identifying questions to explore. No recommendations are made at this first meeting. I respond to conversation requests within one business day.

Serving Schererville and Northwest Indiana. In-person meetings are available by appointment only in Crown Point, Indiana. Phone and video meetings are also available.

Request a Conversation

Or call (219) 400-0485. See what to expect when working together.

Investing involves risk, including the potential loss of principal. No investment strategy guarantees a profit or protects against loss. Diversification and asset allocation do not eliminate market risk. Tax and legal advice should be obtained from your qualified tax and legal professionals. Services are subject to the agreed scope of the relationship and applicable registration requirements.