Modern Wealth
www.modernwealthllc.comModern Wealth is an independent, fee-only, and fiduciary Financial Planning and Wealth Management firm virtually serving Generation X Entrepreneurs and HENRYs all over the United States. Through our unique EVOKE® Financial Life Planning process and Wealth Management expertise, we inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives. We do this by providing a virtual Family Office model of Financial Planning and Wealth Management, typically only available to the uber-wealthy, to our clients all over the United States. **Posts/Likes ≠ Advice**
Read moreModern Wealth is an independent, fee-only, and fiduciary Financial Planning and Wealth Management firm virtually serving Generation X Entrepreneurs and HENRYs all over the United States. Through our unique EVOKE® Financial Life Planning process and Wealth Management expertise, we inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives. We do this by providing a virtual Family Office model of Financial Planning and Wealth Management, typically only available to the uber-wealthy, to our clients all over the United States. **Posts/Likes ≠ Advice**
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Founder and Chief Executive Officer - Wealth Advisor and Financial Planner
Email ****** @****.comPhone (***) ****-****
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