Mandala Financial Advisors

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United States
Salida, CO
Mandala Financial Advisors

We provide financial guidance aligned with your progressive values. Our services include financial planning and investment management.

We help you achieve your financial goals in the most environmentally and socially responsible ways possible.

10/30/2023

Our founder, John McGowan, is quoted in this New York Times article. Mandala Financial Advisors is a reflection of our clients' values. We seek seek financial wellness. We support capitalism guided by policies that ensure we are progressing towards a more sustainable and just world.

When Maine lawmakers tried to tighten regulations on large-scale access to water, the brand’s little-known parent company set out to rewrite the rules.

08/16/2022

We're excited about launching our new website!

We are a progressive holistic wealth management group who integrates the many facets of your life into a comprehensive personal financial plan.

04/22/2022

The first Earth Day had a profound impact on me and now my career.

I remember participating in the first Earth Day in 1970 at the 8-room rural school I attended outside the town of Marengo, Illinois. Riley School doesn’t look much different today! Mr. Desmond, our…

04/17/2022

Did you get your 2021 filed? Yes? Congratulations!
You may be wondering: What are the odds of my being audited? How long should I keep my records? This post spells it all out and will even guide you on being better organized for next year.

Keeping tax records organized makes maximizing your deductions a breeze. Here are best practices when it comes to recordkeeping from a tax perspective.

06/16/2021

Does 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. Check out our latest blog post for a modern perspective.

Does 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 …

05/20/2021

There's winsome and simple fun in this blog post. Enjoy!

Wondering what a bookkeeper would think about your most recent splurge? It depends! Some splurges are well worth it, and some aren't.

10/05/2020

What could possibly make estate planning more relevant than a global pandemic? Our founder, John McGowan, joins fellow advisors in sharing common (and avoidable) mistakes they've seen clients make that can bring serious consequences.

Advisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.

09/16/2020

Our founder, John McGowan, was interviewed by Investor's Business Daily about the people diversity used in images on our website. Inclusion is core to Mandala Financial Advisors' mission. Everybody deserves real financial planning.

In digital marketing, to create dynamic websites that attract prospective clients, advisors include vivid, evocative photos that reflect their personality.

06/11/2020

Corporate executives are pontificating on racial injustice and I'm about to lose it. Let's get real.

I’ve noticed on LinkedIn many executives expressing their concern for those who have faced injustice in this imperfect world. They encourage us all to be part of solutions, making the world a bette…

05/29/2020

Remember the dreaded surprise pop-quiz in high school? COVID-19 is testing business in ways it has never been tested. Our latest issue of Impact Investing News explores which companies were doing their homework and which ones were daydreaming. Who would you want to invest in, the A student or the F student? Companies caring for all stakeholders in the face of the health and financial crises are coming out on top.

It’s as if every business – large and small – was handed the same dreaded pop quiz. Vested stakeholders – employees, customers, shareholders, and communities – are sitting in the Teacher’s ch…

05/01/2020

Here's a common-sense list of actionable tips for navigating through the financial storm of this crisis and for finding the opportunities it presents. Please pass this on to anyone you know who may be struggling.

The effects of a financial crisis can be devastating. As an employee, you may lose your job or get a cut in pay. As an independent contractor your gig pipeline may dry up. As a business owner, you …

04/30/2020

I wanted to share this story so even in these dark days you will know there are professionals making positive impact. This one will make you smile. You can make a difference.

Amid the stress and grief of this pandemic, I encountered an ESG (environmental-social-governance) investing intersection that made me smile. It started when I was scanning Bloomberg’s newswi…

Address

123 G Street, Suite 21
Salida, CO
81201

Telephone

+13128906221

Website

http://www.mandala.financial/

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