A complete list of active advisors currently associated with Modern Assets, LLC

Warmer can help you find a great advisor at Modern Assets, LLC or one who fits your needs even better.

Modern Assets, LLC (doing business as Mothered) is a state-registered independent advisory firm that manages roughly $7.6 million for about 25 clients. The firm provides comprehensive wealth management — ongoing financial planning and discretionary portfolio management — as well as project-based planning for individuals, families, trusts, estates, and small businesses, and it also offers educational seminars and speaking engagements to groups. The firm follows a “plan first” investment philosophy: portfolios are built to support client goals and are implemented with predominantly passive, tax-aware, rules-based strategies to limit emotion-driven trading. Where appropriate, Mothered applies bounded, valuation-driven tactical tilts and offers values-aligned solutions, including direct-indexing and impact-focused allocations, implemented through third‑party partnerships and sub-advisers. Noteworthy distinctions for a firm of this size include a formal program of educational seminars and paid or pro‑bono speaking engagements — a service relatively uncommon among peers — and an emphasis on values-aligned direct-indexing and philanthropy integration. As a solo-advisor practice the firm discloses outside employment of its principal in a technology role and limits proxy voting to its direct-indexed values-aligned accounts, governance and service features that may differ from many peers.

To learn more about the advisors currently working at Modern Assets, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.