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.
From innovative tax and financial planning strategies to helping you execute every element of your plan, we got you covered.
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.
Client Service Associate
Alexis is a dedicated Client Service Associate at MDRN Wealth, where she brings deep expertise in wealth management services. Before joining our team, Alexis earned a distinguished reputation at a Family Office, specializing in the administration of trusts for ultra-high-net-worth individuals and their families.
In her previous role, Alexis excelled in managing complex estates and facilitated the smooth administration of trusts. She was responsible for a broad range of tasks including coordinating paperwork, managing tax matters, and overseeing the sale of assets within trusts. Her versatile problem-solving skills and meticulous attention to detail have made her an invaluable asset to any wealth management team.
At MDRN Wealth, Alexis works closely with our clients, playing a crucial role in bringing their financial plans to fruition. She assists with service and administrative tasks, ensuring a seamless and personalized experience for each client as they navigate their financial journeys.
The next frontier of investment and wealth management is here. We are here to guide you through it, every step of the way.
