Your Trusted Fiduciary Partners

Our Services

Financial Services

Tax Planning

Retirement Planning

Investment Planning

Modern Legacy Advisors is here to help you make your financial goals a reality. Our team is focused on putting people first. We believe in making finances approachable and enjoyable.

Our goal is to help make your financial goals a reality

Our team is dedicated to building relationships and developing a financial plan that is customized to your needs. No financial plan is “one size fits all”. Learn more about our approach by visiting our About Us page.

About Us

Check out our background of Modern Legacy Advisors on FINRA’s BrokerCheck.

Your Advisor

  • Kimberly Molter

    Financial Advisor

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