We are a fee-only fiduciary wealth management firm located in Scottsdale, AZ, serving clients nationally. We offer a premium, all-encompassing solution that goes beyond conventional advisory relationships.
With in-house tax preparation, sophisticated portfolios utilizing institutional strategies and alternatives, and even a dedicated travel concierge, our immersive planning experience aims to provide the most comprehensive wealth experience in the industry.
Our diverse clientele consists of individuals navigating the complexities of life during their working years. With numerous priorities to manage, their finances are often the most intricate and are constantly influenced by life’s changing nature.
Before starting MDRN, I was the youngest 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.