Financial Planning

A MODERN WAY TO DESIGN YOUR FINANCIAL FUTURE

Our goal is to bring customized and comprehensive financial planning to all individuals amongst different career stages. We will cater to not only the mass affluent, but also to young professionals looking to get started and take their planning to the next level.

Our Process

Discovery Meeting

Let us get to know you! Goals, Concerns, and Financial Data.

Analyze & Design

We create your customized comprehensive plan.

Deliver & Implement

Financial Plan Presentation and our recommendations for you!

Annual Reviews

Annual Meetings to review and update your financial plan.

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Experienced

Designations ranging from CFP®, CRPC®, & AAMS®

All advisors have Series 7, Series 66 and Life & Health Licenses.

Fiduciary*

Legally and ethically required to put your best interests first.

Holistic

We are not just investment advisors, we create comprehensive plans that focus on the whole picture.

Assets Under Management

Managing over $115M in assets and serving over 250 households across the country.

Here's What Clients Have to Say

C L I E N T T E S T I M O N I A L

Nicole came highly recommended. I was so impressed with Nicole, I hired her that day. It was the best decision I ever made. She was so friendly and knowledgeable. She put a plan together that incorporated all my needs and then some. I couldn’t be in better hands and her team at Modern Wealth Design are all fantastic.

- Kristin A.

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C L I E N T T E S T I M O N I A L

Adam is honest, professional, and hardworking. He is very knowledgeable about investments and has always been available for consultations. My only regret is I didn't meet him 17 years ago before I retired!!

- Keith M.

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C L I E N T T E S T I M O N I A L

We have entrusted our investments to Modern Wealth Design since 2013. We feel confident they have our best interests in mind with their advice and decisions. We appreciate their regular review of our portfolios and future goals. Highly recommend the team.

- Julia and Patrice

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C L I E N T T E S T I M O N I A L

We started working with Modern Wealth in 2023 while planning to save for our wedding and building an ADU. We are so glad we had Hannah and Nicole guiding us to reach our financial goals and planning for the future. Having them as a resource was pivotal to our success. We were impressed with their service and attention to detail. We couldn't recommend them enough!

- Sandy and Martin I.

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Financial Planning is not a one-time transaction, but an ongoing partnership.

How Can We Help You?

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*To the extent that we are providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.