Who We Are

The professionals at Modern Wealth Strategies offer fee-based advisory services in Austin, Texas. It originated from a pure desire to help enrich the quality of life of people as they work to maintain financial independence throughout their lives. We are committed to taking care of our clients today, tomorrow, and into the next generation.  

Our clients work hard to achieve personal and financial success and they expect and deserve the highest level of competency, service and care from our firm. This is why, we offer customized solutions that require the use of reasonable care, skill, prudent judgement and rigorous accountability on a continuing basis. 

Each component of our process ensures that we thoroughly understand our client's goals and objectives to develop a tailored strategy and help them pursue and manage their goals. Our goal is, first and foremost, a long-term partnership built on trust and transparency, and we look forward to working with you!

We believe that our value is in our continuous desire for improvement combined with our simple yet innovative approach to financial planning. The Modern Wealth process strives to arm clients with all the necessary tools and resources to be successful in this modern era of investing and financial planning. With our knowledge, experience, and dynamic tools, we build sophisticated strategies to help our clients build financial freedom and live a more simple and well-rounded life.