A complete list of active advisors currently associated with Modern Capital Concepts
Warmer can help you find a great advisor at Modern Capital Concepts or one who fits your needs even better.
Modern Capital Concepts provides financial planning and consulting primarily to individual and high-net-worth clients, and also offers services to employers through workplace wellness programs. Services include comprehensive written financial plans, one-time and as-needed consulting, employer lunch-and-learns, public seminars and workshops (marketed under the WealthEquity name), and recurring programs such as a Business Brain Trust and a monthly planning plan for younger clients. The firm’s advisory work focuses on tailored planning across investment, retirement, tax, insurance and estate topics, using quantitative tools (including efficient-frontier analysis), fundamental and technical research, and coordination with third‑party tax or accounting advisors. Modern Capital Concepts’ engagement model is advisory rather than discretionary: it does not monitor or manage client accounts on an ongoing basis and clients are responsible for implementing recommendations. What is distinctive for a supported firm is the combination of educational and employer-facing programming with broker‑dealer and insurance activities: the firm’s representatives are registered with LPL Financial and hold insurance licenses, and Modern Capital Concepts offers seminars, workshops and workplace counseling as part of its practice. The firm also reports no assets under management and does not employ percentage-of-AUM charging or individual portfolio management services, a fee and service mix that differs from most peers and that the firm discloses could create conflicts of interest when commissionable products are recommended.
To learn more about the advisors currently working at Modern Capital Concepts, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 16
|
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