Nathan Bohannon, MSF, CFP®, CEPA
Wealth Advisor / Integrator / Managing Partner
Wealth Advisor /
Integrator /
Managing Partner
Nathan Bohannon
MSF, CFP®, CEPA
From Vision to Action.
A Wealth Advisor to entrepreneurs and executives, Nathan specializes in helping first-generation wealth creators pursue their vision, values and goals with the objective to free up their time for what matters most and create a lasting legacy.
Most entrepreneurs are visionaries, moving fast and thinking big. Nathan is the steady hand that brings structure, clarity, and execution to that ambition. As MKD Wealth’s Integrator, he leads the team that transforms ambition into execution. Nathan knows thriving businesses run on systems, not just ideas. He helps clients implement wealth strategies that are designed to not just sound good in theory but also work in practice.
Whether it’s business succession, investment management, or multi-generational wealth strategies, he takes a methodical, process-driven approach: assembling the right experts, streamlining decision-making, and aligning strategies with his clients’ long-term objectives.
Life Outside the Office
When he’s not at work, Nathan is out exploring the world—he and his wife, Lyndsay, love discovering new destinations and creating unforgettable experiences with their three kids. Always up for a friendly match, he enjoys golf, tennis, and pickleball. Whether he’s on the court or around the dinner table, Nathan is known for his ability to listen, connect, and bring humor to any conversation—qualities that make him a valued mentor, coach, and friend in his community.
Nathan’s Credentials
- Masters of Finance Degree (MSF), Walsh College
- Bachelor of Arts Degree in Finance (BA), Baker College
- CERTIFIED FINANCIAL PLANNER® Professional
- Certified Exit Planning Advisor (CEPA)
- MBTI® (Myers-Briggs Type Indicator®) Certified
