Thanks for visiting us and learning more about Modern Money Concepts and what we have to offer. We are committed to helping our clients align their intentions with action that moves them forward in their pursuit of financial success. Our process puts the client at the center of a collaborative effort where a financial team is put together to enhance communication and to create a well coordinated strategy designed specifically for the client's needs. Please take a tour of our site to learn more about how we bring it all together and make this process simple and effective.
Congratulations to Eric for being recognized as a 2016 FiveStar Wealth Manager.
*The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.
We offer a variety of specialized services designed to meet your specific goals and needs.
Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
We enjoy building trusted relationships that span generations.