Every financial decision
is an emotional decision.

There’s no formula for that.

Every financial decision
is an emotional decision.

There’s no formula for that.

"I used to be a woman and now I’m a mother."
Helping Women

Life is a journey.
We’re your ally.

We do good work with good people through trust, communication, and a process; we collaborate to help you live life on your terms – now and through retirement.

figure out the
ingredients for a
life well-lived.

Set Priorities

chart a focused
strategy to do the
right things in the
right order.

Make Decisions

use simplified
tactics to create
better outcomes in
your life.

Why Modern Assets?

86% of Investment Advisors are Men, with an Average Age of 50+. “Gender-Neutral” advice defaults to men’s salaries, career paths, preferences, and life spans.
Less than 8% of financial professionals can display the CERTIFIED FINANCIAL PLANNER™ marks which represents a high level of competency.


We charge no commissions and always disclose our fee.  Only one in ten advisors in the U.S. are not duly registered as a broker in disguise with the ability to sell products for commission.
You get a fiduciary who is required by law to act in the client’s best interests.  Of the roughly 300,000 advisors in the U.S., less than 10% are legally required to put your interests first at all times.

Why Modern Assets?

Investing in Women

Women hire more women, and pay them more. And, women give back more.

CFP® Pro

Less than 8% of financial professionals can display the CERTIFIED FINANCIAL PLANNER™ marks which represents a high level of competency.


Women

86% of Investment Advisors are Men, with an Average Age of 50+. “Gender-Neutral” advice defaults to men’s salaries, career paths, preferences, and life spans.

No Commissions

We charge no commissions and always disclose our fee.  Only one in ten advisors in the U.S. are not duly registered as a broker in disguise with the ability to sell products for commission.


Investing by Women

Women are better investors than men. Because, patience.

Fiduciary Advisor

You get a fiduciary who is required by law to act in the client’s best interests.  Of the roughly 300,000 advisors in the U.S., less than 10% are legally required to put your interests first at all times.


Want to learn more about Modern Assets?

© 2019 Modern Assets. All Rights Reserved. Terms and Conditions. Site by Onlychild

ADA Compliance Policy: Modern Assets, LLC is committed to keeping our site compliant with the Americans with Disabilities Act.  We welcome feedback on how to improve our site to make it accessible to everyone.