Modern Money Management LLC

Overview

Modern Money Management LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates primarily as a discretionary manager, allocating client capital toward equity-heavy strategies and applying ESG considerations to its investment selection. Its service set includes financial planning, portfolio management for individuals and small businesses, pension consulting and security pricing or ratings work, indicating a blend of advisory and analytics capabilities rather than purely transactional brokerage. Fee arrangements are flexible: the firm charges percentage-of-AUM fees alongside hourly and fixed-fee engagements. Ownership is an individual principal model rather than a multi-partner or capital-allocator structure, and the adviser is not structured as a multi-state or related adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices