Austin, TX Office

MDRN Wealth LLC is an independent registered investment adviser that serves individuals and high‑net‑worth clients with ongoing portfolio management, financial planning, and estate‑planning services. The firm also supports held‑away retirement and education accounts through fintech integrations to help consolidate advice across custodians.

The firm typically documents client objectives in an Investment Policy Statement and manages accounts with discretion when authorized, combining fundamental analysis and modern portfolio theory to construct diversified allocations. It supplements in‑house allocations with third‑party model platforms and sub‑advisers and employs a mix of long‑term equity strategies as well as options and other derivative strategies.

Distinctive features include integration with fintech and model marketplaces (for example, using Pontera for held‑away accounts and accessing Altruist and Schwab managed‑account services) and a willingness to use a broad range of instruments — including private placements, venture and private‑credit strategies, and covered and uncovered options — that many solo advisers do not routinely employ. The firm also documents community engagement providing financial‑literacy and reentry planning support in partnership with a state corrections program, and it does not aggregate (block) trades across client accounts.