Modern Wealth LLC

Modern Wealth is an independent, fee-only, and fiduciary Financial Planning and Wealth Management firm virtually serving GenX Entrepreneurs, Small Business Owners, HENRYs, and Executives all over the United States.

 Through our unique EVOKE® Financial Life Planning process and Wealth Management expertise, we inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives.

We do this by providing a virtual Family Office model of Financial Planning and Wealth Management, typically only available to the uber-wealthy, to our clients all over the United States.
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Advisors at this Office

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This Office

51 Hawkswell Circle Oreland, PA 19075 Phone: (888) 692-3897

Primary Office

51 Hawkswell Circle Oreland, PA 19075 Phone: (888) 692-3897