Andrew Mohrmann (CFP, MBA)

Andrew Mohrmann focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Comprehensive Financial Planning and Investing for: 

  • Medical Professionals
  • Corporate Executives
  • Entrepreneurs

Additional Information

As of December 2014, I had a great job at a company that did exemplary financial planning and investment management work with high net worth clients.  I worked with bright colleagues and had interesting clients in what was a great long term opportunity.

But I felt a call to do something different. 

During my time there, I had personal friends, classmates from my MBA program and my wife's medical collegues begin coming to me looking for help with their finances. Most of these folks were in their 30’s and 40’s. The question they kept asking was: Could I become a client of yours?”

Unfortunately, the answer was all too often "No".

Most firms that act as fiduciaries have minimums that my friends and colleagues don’t meet. They are forced to go elsewhere for advice and are often 'sold' financial products that in many cases, might not be right for them. 

At Modern Dollar Planning, we're focused on helping 30 and 40 something executives, medical professionals and entrepreneurs set a financial foundation. It's the most important time in your financial life. Let us help you ensure you're making the right moves. 

 

 

 

 

 

NAPFA Start Date

July 08, 2015

Industry Start Date

May 26, 2008

This Office

20 S Sarah St Saint Louis, MO 63108-2819 Phone: (314) 827-5852