Financial Planning and Business Advisory

for Entrepreneurs and Small Business Owners

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What We Do

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

We do this by seamlessly integrating Financial Planning and Wealth Management, Business Value Acceleration, and Life Planning, into a tailored process for every client. We call this the "3 Legs of the Stool."

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 (The 3 Legs of the Stool). Once all 3 are aligned, our clients are able to live a complete life full of purpose, passion, and excitement. 

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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Business Planning

Financial Planning for Business Owners and the Value Acceleration Methodology

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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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Executive Compensation 

Expert advice for compensation beyond the standard paycheck.

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