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 Podcasts, Spotify, and SoundCloud.