Flat, Transparent Fees
We believe that you should know exactly what you're getting and how much you're paying when you engage a financial professional. Our fees will never be hidden and we're paid only by our clients.
You get a dedicated Certified Financial Planner™ that works in your best interest. We take our fiduciary oath to clients very seriously. As a documented fiduciary, we are required to put your interests first.
We offer secure online access to your information through your own financial organizer for anytime visibility into your financial life.
local Presence, National reach
While most of our clients are local to St. Louis, we have clients throughout the United States. Through technology, we can still maintain a seamless relationship regardless of your location within the US.
A Team approach
As a client of Modern Dollar, you are a client of the firm rather than a single advisor. You get access to the expertise of our whole team of CFP®/CFA/CPA/MBA credentialed professionals to provide more eyes on helping you make the best financial decisions.
Evidence based investing
We use low cost, no load funds to give you a diversified portfolio designed to let the power of the markets work for you. Our investment philosophy is ground in academic evidence rather than the whims of wall street.