A complete list of active advisors currently associated with Modern Wealth Concepts LLC

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

ModernWealthConcepts LLC provides financial planning, investment consulting, and investment advisory services to individuals and families. The firm serves a small client base (about 34 households) and reports managing approximately $46.2 million in discretionary assets, with an additional $2 million in assets under advisement. The firm develops customized Investment Policy Statements and implements strategic asset allocation through three Master Portfolios made largely of exchange-traded funds and selected mutual funds, while offering the option of direct, laddered fixed-income holdings or target-date bond ETFs. Investment advisory services are generally provided on a discretionary basis, whereas financial planning and investment consulting engagements are non‑discretionary and include quarterly or as‑needed reviews. Noteworthy features relative to peers include a formal education and training offering — classroom instruction, online seminars, workshops, and one‑on‑one counseling directed at workforce financial literacy — in addition to traditional advisory work. As a single‑advisor practice with relatively high assets per client, the firm emphasizes individualized portfolio construction (including a Master Portfolio that may employ alternative and sector‑specific strategies) and the ability to engage non‑affiliated third‑party managers.

To learn more about the advisors currently working at Modern Wealth Concepts 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.