Helping Equity Compensated Employees Diversify Company Stock, Optimize Taxes, and Plan For Financial Independence
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Unlimited 1-on-1 client support
We meet with you on a regular basis either in person, by phone, email, or virtually. Whichever is most convenient for you. You always work and communicate directly with your advisor.
Committed To Acting In Your Best Interests
Guidance from a CERTIFIED FINANCIAL PLANNER™
*Source: www.cfp.net, www.cerulli.com
Achieve Your Goals Faster
We invest in the latest financial planning tools and technology. We’ll show you how to maximize your money by projecting, tracking, and making adjustments to refine your financial plan.
The goal is to make your financial goals a financial reality.
Comprehensive Service WITH TRANSPARENT PRICING
One flat quarterly fee includes the management of all your investment accounts + ongoing financial and tax planning. Our service doesn’t stop once we create your financial plan. We help you implement our recommendations and make adjustments as life happens.
Have peace of mind knowing your money stays with an established institution you can trust:
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Modern Wealth Builders, LLC are separate and unaffiliated firms and are not responsible for each other’s services or policies.
Still have questions? Keep reading…
how does modern wealth builders make money?
Our firm is a commission-free (a.k.a. fee-only) financial planning and wealth management firm. The fee is dependent on your needs and complexity. It is not tied to the value of your investment portfolio.
Some financial advisors are compensated on commissions from the financial products they sell which may be hidden or create conflicts of interest.
One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning. Our goal is to put you in a position to succeed based on your financial resources and long term goals.
Our ultimate goal is to make work optional for you by getting you in a position to be able to live off of your investment portfolio.
Scheduling your first phone call and going through our free assessment will help you make an informed decision about hiring us.
Do you offer an hourly or one-time project fee option?
We do our best work with people who are looking for an ongoing relationship. However, we do have a hourly and project based option for unique circumstances where it makes sense.
CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER STATES?
We utilize the latest in financial planning technology and video conferencing for hosting ongoing client meetings. Meeting virtually is a great way to make the most of our time together.
How are you different than other financial advisors
1. We specialize in working with high earning young professionals. Most of the industry is geared towards working with retirees.
2. We limit the number of new clients we take on so that we can focus on delivering massive value and a personalized experience to the clients we’ve committed working with.
3. We invest in the latest in financial planning technology to make tracking the progress of your financial journey seamless and rewarding.
Why should i consider hiring modern wealth builders?
If you’re looking for an advisor who will try to “beat the market” and pick “the best” stocks, you’re in the wrong place. Why? Because we focus on the things that are in our control. Predicting where the stock market is headed, especially in the short term, is not something we can control.
However, if you’re interested in things like investing smartly to solidify your financial future, lowering your tax bill, and maintaining a spending plan, you’re in the right place.
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