A complete list of active advisors currently associated with Modern Financial Wellness
Warmer can help you find a great advisor at Modern Financial Wellness or one who fits your needs even better.
Modern Financial Wellness is a fee-only independent registered investment adviser serving individuals, high-net-worth clients, and small businesses with discretionary investment management, ongoing and project-based financial planning, and coordination with third-party tax preparers. The firm manages roughly $33 million for about 92 clients and also assists clients in selecting and working with outside managers and custodial platforms. The firm’s investment process is built on asset allocation and Modern Portfolio Theory and blends passive and active strategies, with additional use of fundamental, technical, and cyclical analysis where appropriate. Portfolios can be implemented through third-party managers and institutional platforms, and the firm offers customized socially responsible (ESG) options and permits reasonable client-imposed restrictions. Distinctive features include a recent consolidation of advisory registration to operate exclusively through the firm and an explicit policy of no outside business activities or active insurance licenses, indicating a sole focus on advisory services. The firm also routinely integrates external solutions — including an AI-driven manager, a digital advisor platform, and a modern custodial platform — and provides tax-preparation coordination for clients, which is less common for a solo independent adviser.
To learn more about the advisors currently working at Modern Financial Wellness, 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 |
|---|---|---|
Portsmouth, NH
| 16
|
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