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We help you make work optional years before traditional retirement age through comprehensive tax planning, retirement planning, financial planning, and investment management. Our approach blends sophisticated strategies, alternative investments, and proactive tax solutions to accelerate your path to financial freedom — so you can enjoy more life, sooner.
Based in Los Angeles, CA, we provide virtual financial planning services to clients nationwide.
Our team specializes in assisting individuals navigating the complexities of their working years and supporting those transitioning to and through retirement. Our diverse clientele faces numerous priorities, with finances often being the most intricate and influenced by life’s changes.
Our busy clients require a comprehensive, one-stop solution that not only develops a thorough financial plan but also helps them implement it effectively, adapting to life’s twists and turns.
We believe early retirement starts with three core factors· Investing, Taxes and Income Planning. These create the foundation for financial independence, but life is bigger than just retirement. That’s why we provide a full wealth advisory experience.
We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:
—1% on the first $2,000,000 we manage
—0.85% between $2,000,001 and $5,000,000
—0.70% between $5,000,001 and $10,000,000
—0.50% between $10,000,001 and $25,000,000
—0.25% on amounts above $25,000,001
Our typical minimum is $500,000 in investable assets. If you have less but are eager to work with MDRN Wealth, reach out —we may be able to find a way to accommodate you.
Yes, we are an independent registered investment advisor and we are fee-only. This means we don’t make commissions, sell proprietary products, and we are obligated to act in your best interest. We are not only legally required to operate this way, but we also fundamentally believe this is the proper way to give financial advice.
Yes, we spend a significant portion of our time at MDRN creating tax plans and helping you execute them. When tax season rolls around, we will work with you or your tax preparer to ensure our planning is reflected properly on your return.
There are no limits on how often you can meet with us. If additional meetings are required to build or execute your financial plan, there are no extra fees for these meetings. You receive unlimited guidance and access to a team dedicated to optimizing your financial picture.
The next frontier of investment and wealth management is here. We are here to guide you through it, every step of the way. Schedule a call to start your journey.
The next frontier of investment and wealth management is here. We are here to guide you through it, every step of the way. Schedule a call to start your journey.
Retire Before 65. Make Work Optional
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