Modern Financial Planning is a fee-only firm interested in optimizing your finances while you maximize your life. Find out who we are and who we are not. Learn why we're different and how we may be a good fit for you. We offer in-depth financial planning and investment management services. We combine our deep expertise, leveraging of technology, and network of professionals to ensure you are provided with the best possible service.
An initial consultation with us comes with two guarantees: the discussion is free, and there are no high-pressured sales pitches. On the call we aim to get to know you better and determine if we're a good fit for each other.
An initial consultation with us comes with two guarantees: the discussion is free, and there are no high-pressured sales pitches. On the call we aim to get to know you better and determine if we're a good fit for each other.
Services
The Firm
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We are a registered investment advisor and financial planning firm based in the San Francisco Bay Area. We work with clients across the country. Due to our specific expertise, many of our clients are young families or tech employees. Learn more about the clients we serve. We are independent and fee-only.
Our Team
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Mike is a financial planner and investment advisor based in California but serving clients nationwide. Mike founded the firm in 2018 and has a background in both wealth management and tax. Previously, he worked at a wealth management firm managing close to $5 billion, personally working with approximately $250 million.
Services & Fees
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Investment Management: Design and manage your investment portfolio in a low-cost, tax-efficient manner. Align the portfolio with your objectives. Determine which types of investments best fit in which accounts. Stock Option Planning and Analysis: Track, plan, and develop strategies on how to best handle your equity compensation.
Our Clients
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We work with people we like, first and foremost. We built relationships based on trust and mutual respect. Our clients tend to be delegators who still stay curious and involved. The levers for financial success lie inside and outside of one's investment portfolio, so we maintain focus areas in both.
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