Modus Advisors

www.modusadvisors.com

Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA). A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born. Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients. www.ModusAdvisors.com Info@ModusAdvisors.com 952-946-1000

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Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA). A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born. Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients. www.ModusAdvisors.com Info@ModusAdvisors.com 952-946-1000

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Country

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State

Minnesota

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Chief Investment Officer

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

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    Phone (***) ****-****
  • Client Relationship and Operations Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Client Relationship and Marketing Manager

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

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