Modern Wealth

www.modernwealthllc.com

Modern 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 more

Reach decision makers at Modern Wealth

Lusha Magic

Free credit every month!

Modern 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 more
icon

Country

icon

State

Pennsylvania

icon

Employees

1-10

icon

Founded

2019

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Founder and Chief Executive Officer - Wealth Advisor and Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(27)

Reach decision makers at Modern Wealth

Free credits every month!

My account

Sign up now to uncover all the contact details