Modus Advisors provides fee-only financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA).
A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born.
Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients.
www.ModusAdvisors.com
Info@ModusAdvisors.com
952-946-1000
Company Details
- Employees
- 9
- Founded
- -
- Address
- 23505 Smithtown Road,
- Phone
- 952.946.1000
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- modusadvisors.com
- HQ
- Excelsior, MN
Modus Advisors Questions
Modus Advisors's helpline number is 952.946.1000
Modus Advisors's website is modusadvisors.com
Modus Advisors's LinkedIn profile is https://www.linkedin.com/company/modus-advisors
Modus Advisors has
9 employees.
View email and phone details for 9
employees at Modus Advisors.
Modus Advisors's industry is
Financial Services
Modus Advisors's top competitors are
Trust Point Inc.,
Legacy Wealth Advisors,
Sandvold Financial Group,
Hennepin Partners,
Prairieview Partners,
Marks Group Wealth Management,
Vantage Point Wealth Management,
Dsg Capital Advisors,
Scheels (Eden Prairie),
Paradigm: Strategies In Wealth Management, Llc.
Modus Advisors's categories are Financial Services
Modus Advisors's founding year is 2009
