Modern Wealth Builders, LLC

Are you a next-gen professional looking to invest to make work optional (financial independence)?

Protect your family, assets, and income?

Manage concentrated employer stock positions?

Plan for your children's education savings?

Create a 'financial fortress' around your primary business or income source?

At MWB, we provide fee-only financial planning and investment management services to Gen Y and Gen X professionals. We are focused on bringing REAL financial planning to the next generation of wealth builders.


To learn more about our 
financial planning and investing philosophy, be sure to check out the DO MORE WITH YOUR MONEY podcast, available on Apple PodcastsSpotify, and SoundCloud.

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Advisors at this Office

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This Office

7 Beacon Street Unit 7R Woburn, MA 01801 Phone: (508) 687-0723

Primary Office

7 Beacon Street Unit 7R Woburn, MA 01801 Phone: (508) 687-0723