Welcome to Modern Wealth Management
An Independent, Education-Based Investment Firm
Our team helps our clients enjoy a confident financial future filled with more fun and less stress, so their life savings can be there for decades to come — supporting not just retirement goals, but the freedom to truly live, give, and grow along the way.
Working with us means you will...
Revamp Your Financial Life
Stay Informed. Stay Empowered.
Gain clarity on your finances, the industry, and your choices through monthly classes and thoughtful one-on-one discussions.
Have an entire team of Accredited Investment Fiduciaries® looking after your finances.
One advisor can’t be an expert in every part of financial planning, so our Fiduciary team always collaborates to bring a complete knowledge base to your wealth strategy.
Achieve your goals.
Through a holistic perspective, we build a clear plan that involves every part of your wealth and aligns with your needs, priorities and goals.
Gain a personal guide.
We work closely with you to understand your story, learn what you want for your life, and provide ongoing advice and hands-on management towards these dreams.
Being intentional with your finances starts here.
We believe learning about money is the first step to building a strong financial life. Through an education-first approach, our clients have the insight necessary to make wise financial decisions throughout their lives—and to feel confident and clear in the wealth plan we build together.
What We Offer
See how we can work together.
The Details You Should Know About
Personal Finances & the Industry’s Latest
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