Broker Check

let modern wealth management help you plan for your future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

who we are?  What do we do?

Modern Wealth Management is a comprehensive financial planning firm that started at Firestone Farms Town Center in Columbiana, OH.  MWM combines integrity, and a customer-centric focus, to produce holistic financial plans for their clients.  The firm takes an educational approach to planning, coupled with proactive client outreach, to deliver a continuous top-notch client service model. 

Investment

Investment

We conduct an analysis of your risk tolerance, along with your short-, intermediate- and long-term goals in order to determine the appropriate asset allocation and specific product solutions to help meet those goals.  This gives you a sound strategy to help weather the storm during times of market volatility.

Learn more
Retirement

Retirement

Whether you are self-employed or the owner of a small business, there is a wide range of retirement plans designed to meet your specific needs. All of these retirement plans can help you save money for retirement while potentially providing tax advantages

Learn more
Company benefits

Company benefits

Business owners have a unique set of needs that can be based on the industry, type of business, corporate structure, number of employees, and a variety of other factors.  We can assist with building a customized set of solutions to help meet the challenges you face as a business owner, in order to help build upon your success.

Learn more
Financial planning

Financial planning

We take an approach to creating your holistic, long-range financial strategies.  We will conduct a comprehensive, in-depth analysis in several areas.  The result is a listing of your clearly defined goals, and our objective recommendations for the strategies, not products, that can help achieve those goals.

Learn more

Have a Question?

Thank you!
Oops!

FEATURED CONTENT

Curated articles, videos, and more for a financially savvier you.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
Learn More
When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
Learn More
Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn More