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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.

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FIDUCIARY Advisors

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.

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Modern technology

We offer secure online access to your information through your own financial organizer for anytime visibility into your financial life.    

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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.

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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.

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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.