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What Financial Planning Should Be

We are a fee-only, fiduciary wealth management firm based in Los Angeles, CA, serving clients nationally. We offer a premium, all-encompassing solution that goes beyond conventional advisory relationships. From innovative tax and financial planning strategies to helping you execute every element of your plan, we got you covered.
Our Process
Our Team

John Boyd, CFP®

Before starting MDRN, I was a lead advisor in the Ultra Affluent division at one of the largest brokerage firms in the country. I was tasked with leading an investment advisory and financial planning practice of roughly half a billion in assets under management.

My experience working with the Ultra Affluent served as a catalyst for the idea to extend the same comprehensive strategies and services to clients like yourself. Typically, the ultra-wealthy have privileged access to top-tier investment management, estate planners, tax advisors, and more. MDRN was founded with the vision of democratizing these high-level services and simplifying the process by offering a convenient one-stop shop for our clients.

At MDRN, we truly believe we are changing the level of service the industry provides, and we hope you become part of the movement.
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Janessa Shearman

Client Service Associate

Janessa is a dedicated Client Service Associate at MDRN Wealth, bringing a strong background in operational efficiency and client service. Her career began in the United States Army as a Fire Control Specialist, where she developed expertise in technology, process management, and attention to detail—skills she now applies to delivering seamless support to MDRN Wealth’s clients.

At MDRN Wealth, Janessa ensures that every client experience is smooth and efficient. She oversees account onboarding, facilitates transfers and cashiering, and manages operational workflows to keep things running behind the scenes. Whether coordinating paperwork, troubleshooting account issues, or streamlining processes, she plays a key role in making sure clients receive timely and accurate service.

Her meticulous approach and commitment to excellence allow MDRN Wealth to provide a high-touch, hassle-free experience for clients.

Let's Talk Wealth

The next frontier of investment and wealth management is here. We are here to guide you through it, every step of the way.

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