A Message from the Owner
Welcome!
At Modern Wealth Management, we believe that financial planning should do more than just grow your assets — it should simplify your life. That’s why we focus on strategies designed to save you time, save you money, and preserve your peace of mind. With our proactive planning, and efficient service, we take the stress out of managing your wealth. We bring clarity and confidence to your financial journey — and even make it a little fun along the way. Because when your plan is in place early, and you’re free to focus on what matters most.
As the founder and owner of Modern Wealth Management, I created this firm to be different — a place where education and empowerment are at the heart of everything we do. Whether you're planning for retirement, navigating a major life transition, or simply looking for a clearer path forward, my team and I are here to guide you with integrity, compassion, and decades of experience.
We're honored to be part of your journey — and we’re ready to help you take the next step with confidence.
-Michelle Anthony, MS, CDFD®, AIF®
