Modus Advisors

At Modus Advisors, we are committed to delivering the highest quality financial planning and investment management services to our clients. As a Registered Investment Advisor (RIA), we are dedicated to working with successful individuals in the Lake Minnetonka area and around the country to help them achieve their most important financial and personal goals. Our mission is to provide sophisticated wealth management in a simplified, personal manner, freeing you up to lead the life you desire.

Comprehensive Planning

We believe that comprehensive planning is key to achieving your goals. Our team analyzes and coordinates all areas of your financial life to develop a personalized plan that addresses your financial and personal objectives. This includes portfolio management, retirement planning, tax and estate planning, cash flow management, and more. We use our technical skills to evaluate and address these topics, ensuring that your plan is comprehensive and tailored to your needs.

Retirement Planning

When it comes to retirement planning, we understand that every individual's journey is unique. We use state-of-the-art Money Guide Pro software to illustrate different retirement scenarios and help you develop a plan to guide you towards your retirement goals. We also consider the personal elements of your retirement, ensuring that these years are fulfilling and enjoyable.

Investment Management

Our investment management services are designed to help you achieve your financial goals. As a fee-only fiduciary, we work with you to design and implement personalized investment strategies for the near-term, the long-term, and everything in between. We continually monitor your investment portfolio to ensure it remains aligned with your goals and risk tolerance.

Client Services

At Modus Advisors, we believe that technology should supplement personal relationships and service, not replace them. We strive to deliver outstanding client services by providing personalized attention and support. Our goal is to ensure that you feel supported and informed every step of the way.