A complete list of active advisors currently associated with Modern Money Management LLC

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

Modern Money Management LLC serves individuals and high‑net‑worth clients and provides a mix of investment management and financial planning services, offered as ongoing comprehensive planning (monthly subscription), project-based and hourly planning engagements, and portfolio management. The firm also provides held‑away account oversight for employer‑sponsored retirement plans and offers personal tax return preparation through a third‑party accounting firm. The adviser’s investment approach is primarily passive, grounded in the Efficient Market Hypothesis and Modern Portfolio Theory, using low‑cost index mutual funds and ETFs with the ability to tilt toward small‑cap and value exposures when appropriate. MMM also offers a Socially Responsible (ESG) strategy while prioritizing diversification and liquidity, may engage outside sub‑advisors, and conducts periodic (typically quarterly) reviews of client accounts while using custodial platforms and third‑party technology tools to implement and monitor strategies. What is noteworthy relative to many solo independent advisers is the inclusion of pension benefit analysis and employee benefit plan consulting as explicit services, alongside held‑away plan management and tax return preparation. The brochure also contains a detailed discussion of security‑level risks—such as credit and pricing sensitivity for commercial paper, corporate and municipal bonds—and discloses the firm’s operational reliance on third‑party custodial and technology providers.

To learn more about the advisors currently working at Modern Money Management 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.