Financial Planning and Business Advisory

for  Business Owners looking to Exit within the next 10 years

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What We Do

Modern Wealth is an Independent Fiduciary providing Fee-Only Financial Planning and Business Advisory for Business Owners looking to exit within 10 years.

We believe that in order for our clients to live their best life, we must align the Personal, the Financial, and the Business aspects of their life. Once aligned, our clients are able to live a complete life full of purpose, passion, and excitement.  

We do this by seamlessly integrating Financial Planning,  Wealth Management, Value Acceleration, Exit Planing, and Life Planning, into a tailored process for every client called EVOKE. 

Investment Management

Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

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Retirement Planning

Retirement might seem like a distant concept, but it’s never too early to start planning.

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Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. 

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Business Advisory

Financial Planning for Business Owners and the Value Acceleration Methodology

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Executive Compensation 

Expert advice for compensation beyond the standard paycheck.

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Cash Flow Planning

We offer tools and resources to help you accurately quantify your regular earned income. 

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Risk Management

Life’s only certainty is change. Keeping pace with it, though, is a choice.

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Estate Planning

The most suitable Will for you hinges on your present circumstances and future aspirations.

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Education Planning

When strategizing for college expenses, approach with an open mindset, and explore all possibilities.

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