Modern Dollar Planning

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

1807 Park Ave, St. Louis, Missouri, 6310...

Phone Number

(314) 827-5852

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Modern Dollar Planning

Modern Dollar Planning, LLC offers flat fee financial planning and investment management services aimed at corporate and medical professionals. The company provides personalized financial advice to help clients achieve financial independence and peace of mind. With a fiduciary approach, they assist clients in navigating complex financial decisions, including retirement planning, tax savings, and investment strategies. Headquartered in St. Louis, they serve local and virtual clients across the United States.Explore more
Modern Dollar Planning's Social MediaPopular SearchesModern Dollar Planning LLCModern DollarModern Dollar PlanningModern Dollar Planning - LLCSIC Code 62,628NAICS Code 52,523Show more

Modern Dollar Planning Org Chart

PhoneEmail
MS
United States flag for contact location.

Owner and Senior Wealth Advisor

PhoneEmail
JG
United States flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Modern Dollar Planning

<$5M
1-10
Private
-
2015
MS
Mark SchweissOwner and Senior Wealth Advisor
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Modern Dollar Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Modern Dollar Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Modern Dollar Planning.

Modern Dollar Planning Tech Stack

A closer look at the technologies used by Modern Dollar Planning

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Frequently Asked Questions Regarding Modern Dollar Planning

What is Modern Dollar Planning's official website?
Modern Dollar Planning's official website is www.modern-dollar.com
What is Modern Dollar Planning's Revenue?
Modern Dollar Planning's revenue is <$5 Million
What is Modern Dollar Planning's SIC code?
Modern Dollar Planning's SIC: 62,628
What is Modern Dollar Planning's NAICS code?
Modern Dollar Planning's NAICS: 52,523
How many employees does Modern Dollar Planning have?
Modern Dollar Planning has 1-10 employees
What industry does Modern Dollar Planning belong to?
Modern Dollar Planning is in the industry of: Finance, Securities Trading
What is Modern Dollar Planning competition?
Modern Dollar Planning top competitors include: Safe Landing Financial, HSC Wealth Advisors, Wealth Advisory Services, Sterling Total Wealth Solutions
What technology does Modern Dollar Planning use?
Some of the popular technologies that Modern Dollar Planning uses are: Google Universal Analytics, MailChimp, Squarespace Online Stores, Embedly
How do I contact Modern Dollar Planning?
Modern Dollar Planning contact info: Phone number: (314) 827-5852 Website: www.modern-dollar.com
What does Modern Dollar Planning do?

Modern Dollar Planning, LLC offers flat fee financial planning and investment management services aimed at corporate and medical professionals. The company provides personalized financial advice to help clients achieve financial independence and peace of mind. With a fiduciary approach, they assist clients in navigating complex financial decisions,... including retirement planning, tax savings, and investment strategies. Headquartered in St. Louis, they serve local and virtual clients across the United States.Read More

What are Modern Dollar Planning social media links?
Modern Dollar Planning Linkedin page Modern Dollar Planning Facebook page
Is Modern Dollar Planning a public company?
Modern Dollar Planning is private company therefore does not currently have an official ticker symbol
See more information about Modern Dollar Planning

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