A complete list of active advisors currently associated with Modern Financial

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

Modern Financial Asset Management, LLC manages roughly $35 million in discretionary assets for about 153 clients and serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charities, and businesses. The firm provides discretionary portfolio management, written financial planning (fixed‑fee, ongoing, and hourly arrangements), employer‑sponsored retirement plan consulting, and sub‑advisory services to other advisers. The firm builds individualized investment policy statements and applies fundamental and technical analysis with a tactical asset‑allocation approach to portfolio construction and ongoing monitoring. It also uses model portfolios through the Altruist Model Marketplace and may recommend third‑party money managers and models, exercising discretionary authority subject to client‑imposed restrictions. A distinctive feature is that the firm’s owner is a licensed insurance agent who operates affiliated insurance agencies and may recommend insurance products that generate commission compensation, a conflict of interest the firm discloses and says it mitigates through policies and client disclosures. Uncommon for a firm of this size, Modern Financial combines employer retirement plan consulting and sub‑advisory services with use of third‑party model platforms while noting it does not provide ERISA 3(21) or 3(38) fiduciary services for plans.

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