Modern Financial Planning, LLC is a Registered Investment Advisor (RIA) based in Scottsdale, Arizona. The firm operates on a fee-only and fiduciary basis, meaning it is legally obligated to act in its clients' best interests and does not earn commissions from selling products. Its primary focus is on providing comprehensive financial planning and investment management services to successful professionals and families, with a specialization in retirement planning, tax strategies, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States