About Us
Meet Kyle, The Founder Behind MOKAN Wealth
This isn't a corporate history. It's why one advisor got tired of generic advice and built a firm that plans around your whole life, not just your portfolio.
About Kyle
Kyle Hammerschmidt, Founder
Kyle is the founder and lead advisor at MOKAN Wealth Management, and the creator of the Retire Ready Roadmap™, a tax-first planning system built to answer the retirement questions that keep you up at night.
He writes a monthly column for Kiplinger and is the author of two books, Tax-Proof Your Retirement and The Retire Ready Roadmap™. You may also know him from his YouTube channels, where he teaches retirement planning to people in or near retirement.
Kyle doesn't personally oversee every client, but every plan MOKAN Wealth builds still runs on the same framework and standards he set from day one. He lives in Overland Park, Kansas, with his wife Amy and their three kids.
Founder Quote
“I started MOKAN Wealth after years of watching people get handed a risk tolerance questionnaire and a pre-built model, then told that was their plan. I wanted to build something different: a firm small enough to know your name and thorough enough to plan around your entire life, not just your account balance. That's the firm I set out to build, and it's the only kind of firm I ever wanted to run.”
Kyle Hammerschmidt
Founder
MOKAN Wealth still runs on that belief today, and it always will.
Why I Started
Why I Started MOKAN Wealth
For years, I sat across from people who'd worked hard and saved well, sometimes $2 million or more, and watched them get handed a risk tolerance questionnaire, a pre-built model portfolio, and a pat on the head. That was supposed to be their plan. It wasn't. It was a fund lineup with their name stapled to the top.
Most advisors stop there. They track performance and send a quarterly report, but they never touch the decisions that actually move the needle: when to take Social Security, how to sequence Roth conversions, how to avoid an IRMAA surcharge, how to structure withdrawals so taxes don't quietly become your biggest expense in retirement. That gap is what I built MOKAN Wealth to close.
So I started a firm around a tax-first plan built for your entire life, not just your account balance, and small enough to know your name instead of your account number. That's still the standard every plan here is held to today.
Our Mission
What We Set Out to Do
MOKAN Wealth exists to give you a real, coordinated plan, not a stack of statements and a generic model portfolio. Every recommendation gets explained in plain language, with clear steps you can actually follow, from a team that's accountable to you by name.
Ready to Keep More of What You Built?
MOKAN Wealth is currently accepting new clients.