Modern Wealth Builders is an SEC Registered Investment Adviser firm founded by Ruben Garcia. The company specializes in providing comprehensive financial planning and investment management services tailored for entrepreneurs, executives, and other high-net-worth individuals. Their stated mission is to help clients achieve financial clarity and independence through a proprietary process called the A.C.E. Formula™ (Assess, Co-create, Execute), focusing on wealth creation, preservation, and tax optimization strategies.

Founded in

United States