Venice, CA Office
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MDRN Wealth
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About
MDRN serves individual and high‑net‑worth clients, providing ongoing portfolio management, comprehensive and one‑time financial planning, and estate‑planning services delivered via a partnership with Encore Estate Plans. The firm also recommends Multi‑Year Guaranteed Annuities when suitable and advises on a broad set of investment types including mutual funds, ETFs, equities, fixed income, real‑asset vehicles, private placements, and alternatives.
MDRN tailors investment programs through a documented Investment Policy Statement and provides both discretionary and non‑discretionary management under a fiduciary standard, using fundamental analysis and modern portfolio theory. Its implementation blends long‑term equity positions and options strategies with outsourced model portfolios and managed‑account platforms, citing use of Altruist’s Model Marketplace, Schwab Managed Account Services, third‑party sub‑advisers such as Vise, and fintech tools like Pontera for held‑away accounts.
Distinctive for a firm of its size, MDRN recently became SEC‑registered and added Charles Schwab as an additional custodian and managed‑account capability while maintaining a small advisory team. It also discloses operational features and community activity not always seen among peers — notably a formal estate‑planning partnership, active management of held‑away retirement assets through fintech integrations, and a financial‑literacy program serving incarcerated individuals preparing for reentry.
Based on MDRN Wealth
Expertise
Based on MDRN Wealth
Location
606 Venice Blvd, Ste 107
Venice CA 90291
Advisors at this office
3
Advisors at this office
Brooke B
Series 65, Series 66
Venice, CA
MDRN Wealth
Brooke Boyd is a financial advisor with MDRN Wealth, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining MDRN Wealth, she worked with firms including Apollo Global Securities, Athene Securities, and The Vanguard Group. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a fiduciary approach combining fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management across a broad range of investment types.
John B
CFP®, Series 66
Venice, CA
MDRN Wealth
John Boyd is a CFP® with eight years of industry experience currently serving at MDRN Wealth. His prior experience includes roles at Fidelity Brokerage Services and Charles Schwab & Co., Inc. He is involved in providing financial literacy education and pro-bono planning resources as part of the Arizona Department of Corrections’ Inmate Rehabilitation and Reentry program. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a documented Investment Policy Statement to tailor investment programs and combines fundamental analysis with modern portfolio theory, offering discretionary and non-discretionary management under a fiduciary standard.
Justin F
CFP®, Series 66
Venice, CA
MDRN Wealth
Justin Falzone is a CFP® with 10 years of industry experience, currently serving as an advisor at MDRN Wealth in Venice, CA. His prior roles include positions at Beta Wealth Group, BEAM Asset Management, and AXA Advisors. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial and estate planning, and investment advisory services using a fiduciary standard. The firm employs a combination of fundamental analysis, modern portfolio theory, and fintech tools, supported by a formal estate-planning partnership and a financial-literacy program for incarcerated individuals preparing for reentry.
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