Modern Wealth
Not All Financial Advisors Are True Fiduciaries – Here’s What Sets Us Apart When it comes to your wealth, you deserve advice that’s 100% in your best interest—no hidden agendas, no commissions, no conflicts.
At Modern Wealth, we check all the boxes:
Fiduciary – Always. Many advisors claim to be fiduciaries, but if they’re tied to a brokerage or insurance firm, can they really put you first? We’re fiduciary 100% of the time—not just when it’s convenient.
Fee-Only Transparency. We never earn commissions from product sales. No hidden fees. No conflicts. Just clear, objective advice tailored to you. Our compensation comes directly from you—so our only loyalty is to your success.
Independent & Unbiased. We don’t answer to big banks, insurance companies, or Wall Street firms. We work for you and with you to build a strategy aligned with your life, values, and goals.
If your advisor won’t sign a fiduciary oath, ask yourself why. At Modern Wealth, we sign it without hesitation—because that’s how it should be.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.