Modern Wealth Builders, LLC

Hi there, I’m the founder of MWB, a financial planning firm I started in 2018. 

My focus is on serving professionals, primarily in their thirties and forties, who receive equity as a portion of their compensation and are seeking to maximize their income to plan for financial flexibility and independence. 

My passion lies in helping clients achieve financial flexibility and an intentional lifestyle through planning.

At MWB, I prioritize working with no more than fifty client relationships to ensure personalized guidance to each client.

Before starting MWB, I studied Economics and Actuarial Science at Virginia Tech. 
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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