MODERN WEALTH BUILDERS

Modern Wealth Builders is a fee-only financial planning firm for Millennials in Tech specializing in equity compensation guidance... Before launching MWB in the fall of 2018, I worked for several financial planning firms honing my craft behind the scenes and strategizing on how to put the pieces together to build a value-oriented practice... Working in the tech space, I focus on professionals ages twenty-five to forty who have experienced a windfall via equity compensation and are looking to maximize their newfound wealth to plan for FI.

Also known as: Modern Wealth Builders, LLC