Modern Wealth
Categories
Financial & Investment Services
About
Modern Wealth is an independent, fee-only, and fiduciary Financial Planning and Wealth Management firm virtually serving GenX Entrepreneurs, Small Business Owners, HENRYs, and Executives all over the United States.
Through our unique EVOKE® Financial Life Planning process and Wealth Management expertise, we inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives.
We do this by providing a virtual Family Office model of Financial Planning and Wealth Management, typically only available to the uber-wealthy, to our clients all over the United States.
ADV Part 2A | ADV Part 2B | Privacy Policy | Code of Ethics | Fiduciary Oath