About Us
In the business of helping you succeed
Modern Legacy Advisors always acts in your best interest and empowers you to take charge of your financial future! Our ultimate goal is to educate you with personalized advice and sound strategies so that you can reach your financial dreams.
Whether you're just starting your financial journey or want to plan for retirement, we have the expertise to assist you in every season of your life. No matter your current financial situation, Modern Legacy provides a personalized plan to help set you up for success.
Our Values
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No Questions Off Limits
What are your financial goals? Are you trying to save for the future? Do you need investment advice? No question is off limits at Modern Legacy Advisors. Even if you're unsure what questions to ask or are anxious to talk about money matters, you can rest assured knowing you're at the right place.
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Customized Around Our Clients Goals
Here, we aim for a relaxing atmosphere, never talk over you, and work to understand what goals you would like to achieve. Modern Legacy Advisors are easy to talk to and ensures you never feel awkward while talking about money. Plus, we love developing a customized plan for you to meet your needs instead of just fitting you into an existing plan.
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Relationships Matter
Relationships are vital, and nothing builds a stronger relationship than meeting face to face. We would love the opportunity to sit down together and learn what’s most important to you.
Our independence
As an independent financial services firm, we do not have sales quotas to meet, nor are we limited to a small selection of company-controlled investments. We get to choose from what we believe to be the best of the best.
While we cherish our independence, we have developed strategic partnerships with leading industry firms to streamline and enhance our services. By tapping into our partners, we strive to offer an elevated client experience unique to each client’s individual needs.
If any of the companies we align with fail to meet our standards, our independence gives us the freedom to find a new alternative.
Your Team
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Kimberly Molter
Financial Advisor