Financial Planning and Wealth Management

For Gen X Entrepreneurs and Small Business Owners

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What We Do

Modern Wealth is an Independent Fiduciary providing Fee-Only Financial Planning and Wealth Management for Gen X Entrepreneurs and Small Business Owners.

We do this by seamlessly integrating Financial Planning, Wealth Management, the Value Acceleration Methodology, and Life Planning, into a tailored process for every client.

We believe real Financial Planning paves the way to your freedom. Real Financial Planning is about discovering and realizing your dreams, enabling you to restructure your financial priorities and align your resources with a life of utmost value, meaning, and purpose. 

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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Estate Planning

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

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Risk Management

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

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Education Planning

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

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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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Business Planning

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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