Modus Advisors

Modus Advisors

Financial-Services

Excelsior, MN
Company Tagline

Financial planning and investment management services for successful individuals

Industry Category
Financial-Services
Company Description

Modus Advisors is a leading financial services provider dedicated to offering comprehensive financial planning and investment management services to successful individuals and families. Located at 23505 Smithtown Road, Suite 290, Excelsior, MN 55331, US, Modus Advisors is committed to forming long-term, meaningful partnerships with its clients, ensuring their financial goals are met with precision and care.

With a focus on delivering unbiased and easy-to-understand financial planning results, Modus Advisors utilizes advanced methodologies to navigate the complexities of the financial marketplace. The firm operates as an independent entity, allowing for the recommendation of investments without bias or conflict of interest, ensuring clients receive the most suitable solutions tailored to their unique needs.

Modus Advisors continues to enhance its services and expand its reach, solidifying its reputation as a trusted advisor in the financial sector. This success is driven by a commitment to excellence and a client-centric approach. Modus Advisors is eager to further refine its offerings with the support of its management team. To discover more and explore a customized company showcase and exclusive product listings, we invite the manager of Modus Advisors to connect with us and elevate their presence on our platform.

Key Personnel / Employees
Heidi Peterson Melinda Kohlmyer Kari Haanstad CFA Tad Weiss

Compare Companies Side by Side

Compare Modus Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
Modus Advisors
Modus Advisors
Main Company
CFP Board
CFP Board
View Profile
Mint Hill Wealth Management
Mint Hill Wealth Man...
View Profile
Founded Year
1985 2020 2015
Company Size
51-200 2-10 2-10
City
Excelsior, MN Washington, DC Mint Hill, North Carolina Blue Ash, Ohio
Country
United States
Skills & Keywords Comparing with main company
10 Total Skills
Financial Planning Investment Management Retirement Planning Wealth Management Financial Advisory Investment Strategies Financial Services investment strategies financial planning retirement planning
10 Total 10 Unique
Unique Skills:
CFP Board CFP Board Center for Financial Planning CFP Board of Standards financial advice financial adviser financial advisor +4
5 Total 5 Unique
Unique Skills:
dentists education planning estate planning physicians tax planning
8 Total 8 Unique
Unique Skills:
budgeting college savings financial advisor financial services investment management social security +2
4
Total Companies
1985
Oldest Founded
1
Countries
32
Unique Skills

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Alternative Company Names

This company is also known as

Modus Advisors 模式顾问 मोडस एडवाइजर्स مودوس أدفايزورز Модус Эдвайзорс