A complete list of active advisors currently associated with Modern Financial Planning
Warmer can help you find a great advisor at Modern Financial Planning or one who fits your needs even better.
Modern Financial Planning provides discretionary investment management alongside comprehensive and project-based financial planning primarily for individual clients, including high-net-worth households. The firm delivers combined investment-management and ongoing planning engagements as well as fixed-fee or hourly project work for clients seeking limited-scope advice. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, passive buy‑and‑hold strategies implemented through diversified allocations to mutual funds, ETFs, stocks, and bonds, with both strategic and tactical asset‑allocation considerations. Portfolios are managed on a discretionary basis, reviewed on a regular schedule, and recommendations are tailored to each client’s goals, time horizon, and risk tolerance. Notably, the firm discloses that its principal also provides tax‑preparation services as a separate sole‑proprietor practice and may offer those services to clients, which is an affiliation that is uncommon among similar advisers. This direct access to tax‑preparation services may allow for more coordinated tax and financial planning discussions, but engagement in those tax services is optional for clients.
To learn more about the advisors currently working at Modern Financial Planning, 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 |
|---|---|---|
Georgetown, TX
| 11
| |
Georgetown, TX
| 7
|
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