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.