Clear. Simple. Planning.
Smart Financial Planning for Informed Consumers.
Model Wealth is a fee-only financial planning firm that specializes in hourly-based consulting and flat-fee investment management.
Designed for a Better Financial Planning Experience
See Samples of our Work Below:
Meet the Team
If you’ve been referred to Model Wealth, it’s likely because someone you know has worked with one of these four. They may be big nerds when it comes to personal finance, but they’re also surprisingly normal, super nice, and highly adept at simplifying complex financial matters.