MODERN FINANCIAL

Overview

Modern Financial LLC is an independent registered investment adviser owned by an individual and focused on serving individuals and family clients. The firm functions as a capital allocator and offers a mix of advisory services that includes financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options. Modern Financial is not identified as an active ESG investor and does not report multi-state adviser status. Modern Financial lists an insurance company among its industry affiliations. The firm appears to combine traditional wealth management with the ability to allocate to outside managers, rather than operating as a single-strategy shop.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices