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

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

Modern Dollar Planning, LLC provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, and estates and manages approximately $159 million for a client base of about 153 households. The firm operates as a small, single‑advisor practice offering integrated wealth management services that address retirement planning, cash flow, tax considerations, estate matters, and investment oversight. The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, implementing diversified portfolios largely with low‑cost exchange‑traded funds and occasional fixed‑income or individual securities as appropriate for client goals. Portfolios are constructed and supervised on a discretionary basis after an initial assessment of objectives and risk tolerance, with a long‑term orientation while allowing tactical reallocation when client needs or market conditions warrant. Distinctive features include the principal’s background as a Certified Public Accountant — noted in the brochure though he does not provide accounting services — which informs the firm’s attention to income tax planning within financial plans. Modern Dollar does not employ a percentage‑of‑AUM fee model (an uncommon choice among peers) and requires clients to use the firm’s recommended custodian; the firm also discloses occasional referrals or continued relationships with other advisers for a small number of clients.

To learn more about the advisors currently working at Modern Dollar Planning, 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.