Modern Wealth is an Independent Fiduciary providing Fee-Only Financial Planning and Wealth Management for Gen X Entrepreneurs and Small Business Owners.

We believe real Financial Planning paves the way to your freedom. Real Financial Planning is about discovering and realizing your dreams, enabling you to restructure your financial priorities and align your resources with a life of utmost value, meaning, and purpose.

We do this by seamlessly integrating Life Planning (utilizing the EVOKE® Life Planning process as a Registered Life Planner), Financial Planning, Wealth Management (leveraging CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® processes), and Business Value and Exit Planning (employing the Certified Exit Planning Advisor Value Acceleration Methodology™) into a tailored process for every client.