Andrew Mohrmann (CFP, MBA)

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

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Fixed Fee Comprehensive Financial Planning and Investing for Medical Pros and Executives, including: 

  • Help navigating employee benefits (401k, 403b, company stock options, restricted stock, ESPP, etc.)
  • Financial Independence Planning
  • Minimizing current and future taxes
  • Intelligent, low cost investing
  • Advice around life, health and disabilty insurance
  • Coordination of proper estate planning (wills, trusts, etc.) 

Additional Information

At Modern Dollar, we help executives and medical professionals find financial clarity. 

From our experience in working with busy execs and medical professionals, we know you face many competing priorities and that your financial life has become more complex. It is likely that your 401k has grown and you might have a myriad of other benefits, like restricted stock, options or deferred compensation. Outside of work, you may have some college savings, or you’ve dabbled with some personal investing. We also often see folks let cash savings pile up that don’t have a purpose because they aren’t quite sure where to put it. 

With so many moving parts, you might wonder if anything is falling through the cracks or if you’re on the right path to exit the working world when the time is right (or if you’re unfortunately forced out in the face of a merger). Are there things you could be doing to help reduce taxes or pay less in health costs? Have you put the right things in place in the event something happens to you? We’re familiar with all of these very legitimate questions and concerns.  

We help our clients get organized, understand the ‘big picture’, stay accountable and feel confident that they aren’t missing anything when it comes to their money. 

Our team does this through a structured financial plan at the outset, low cost investing and semiannual review meetings thereafter, paid for via a transparent, simple fee.

 

 

 

 

 

NAPFA Start Date

July 08, 2015

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This Office

1807 Park Ave Saint Louis, MO 63104-2534 Phone: (314) 827-5852