While employed at their prior firm, Zac Majors and Oscar Mondragon unofficially formed their partnership in 2011. Merging their individual expertise into a truly reliable team, they later founded Majors & Mondragon, LLC to help clients fully realize their financial goals. Since its inception, the firm has been devoted to delivering clients a relationship-based approach to financial planning.
As a fully independent wealth management firm, our mission is to help simplify your financial life through comprehensive strategies that help create, grow and protect your wealth. As your Family Wealth Guardians, we foster interaction and engagement with all of our clients’ family members seeking to secure their wealth for future generations.
Our highly-trained and experienced professionals keep your best interests at the forefront of all that we do. At Majors & Mondragon, we place a premium on client communication and commitment. As your needs evolve, we will be here to offer our experience, time and undivided attention. That’s our commitment.
Our clients deserve the highest level of care possible, upheld by our investment due diligence process and commitment to the Fiduciary Standard. Our team will act solely in your best interests, rather than those of the firm, serving as your fiduciary partner in spirit and legality. At Majors & Mondragon, respect for you and your family guides our actions. Our firm promotes and upholds integrity, trust, respect and compassion in everything we do.