We have had the privilege of guiding generations of clients as we help them navigate through life’s milestones. Many of life’s celebrations and sorrows carry financial consequences that may not be readily apparent. Whether you are starting a family, changing careers or preparing for retirement, we want to help you make smart choices with your money. At Modern Wealth Advisors, we strive to help you manage life’s milestones when making financial decisions during these critical times.

Our primary objective is to build a solid, long-term relationship with you and your family. We want to become your “Family CFO” to help manage all of your personal financial matters. Our goal is to care for your personal finances with the same prudence and scrutiny that a CFO does in managing a corporation’s bottom line. The concept of a family CFO is an essential component in helping you manage the myriad of investment choices, changing tax laws, and the complexity of comprehensive financial planning. Analyzing your current situation, defining your goals, and working with their personal network of CPA’s, lawyers, trustees, and other professionals, Modern Wealth Advisors seeks to provide you with a complete wealth management experience.

Our success is measured by the milestones we help our clients to achieve.