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

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

Modern Wealth LLC is a state-registered investment adviser managing roughly $24.7 million across about 85 client relationships with a two-advisor team. The firm offers discretionary portfolio management, financial planning, wealth planning for entrepreneurs and executives, business advisory and executive compensation analysis, employee benefit and retirement-plan consulting, and access to third‑party managers and model portfolios. The firm's investment approach is primarily passive, building asset‑class exposures with index mutual funds and ETFs, while also employing fundamental, technical, cyclical and charting analysis and the ability to add outside managers or model allocations. Modern Wealth typically implements discretionary allocations aligned to clients’ objectives and tax considerations, conducts periodic reviews, and uses custodial and platform integrations to execute and monitor accounts. What is distinctive is that, despite offering private wealth and business‑owner advisory services, the firm’s client base appears to be primarily non‑high‑net‑worth — a profile that is less common among supported firms providing similar services. The firm also combines boutique advisor staffing with multiple digital custodial and model‑marketplace relationships (including Altruist, Schwab, SEI, Interactive Brokers and Betterment), blending outsourced model tools and third‑party managers with in‑house planning and business advisory.

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