MODERN FINANCIAL WELLNESS

Overview

Modern Financial Wellness is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on advising individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Compensation is flexible and includes asset‑based fees, hourly charges, and fixed fees. The firm identifies as an active ESG investor and functions as a capital allocator, directing client capital to external managers rather than running significant proprietary investment products. It operates under a single‑state registration footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices