Modern Dollar Planning, LLC

Fee-only Financial Planning and Investing.

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General Information
Company Name
Modern Dollar Planning, LLC
Founded Year
2015
Location (Offices)
St. Louis, United States +1
Founders / Decision Makers
Andrew Mohrmann - Founder & Senior Financial Planner
Number of Employees
2
Industries
Financial Services, Wealth Management
Funding Stage
-
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Modern Dollar Planning, LLC - Company Profile

Modern Dollar Planning, LLC is a fee-only financial planning and investment management firm based in St. Louis'​ Historic Lafayette Square. Established in 2015, the company focuses on providing financial planning services to corporate executives and medical professionals on a flat-fee basis. Operating within the Financial Services and Wealth Management industries, the headquarters is situated in the United States. Despite this, there is no public information on their recent investment activities or involved investors.

Taxonomy: Fee-only Financial Planning, Investment Management, Corporate Executives, Medical Professionals, Company Stock Options Analysis, RSU Analysis, Personal Cash Flow Management, Business Owners, Executives, Flat-fee Financial Planning

Funding Rounds & Investors of Modern Dollar Planning, LLC (0)

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There is no investment information

Latest News of Modern Dollar Planning, LLC

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No recent news or press coverage available for Modern Dollar Planning, LLC.

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