Financial Advisors
Venice, CA
MDRN Wealth is a fee-only financial advisory firm based in Venice that helps clients achieve financial independence and early retirement through comprehensive wealth management. They offer retirement planning, investment management, tax planning, and income strategy services to clients nationwide via virtual consultations. Founded on fiduciary principles, MDRN Wealth specializes in working with busy professionals and high-net-worth individuals navigating complex financial situations, with a focus on accelerating the path to financial freedom through sophisticated strategies and proactive tax solutions.
Ideal for: High-net-worth professionals seeking early retirement, individuals with $500k+ in investable assets, busy executives needing comprehensive wealth management, clients prioritizing tax efficiency
Service area: Venice, Los Angeles, and nationwide via virtual services
Fiduciary Fee-Only Model: As an independent registered investment advisor, MDRN Wealth operates entirely on a fee-only basis with no commissions or proprietary product sales, legally obligated to act in clients' best interest.
Integrated Tax Planning: The firm dedicates significant resources to comprehensive tax planning and works directly with clients and tax preparers to ensure strategies are properly implemented on tax returns.
Unlimited Client Access: Clients receive unlimited meetings and guidance with no additional fees beyond their AUM-based fee, ensuring ongoing support as life circumstances and financial plans evolve.
Address: 606 Venice Blvd. Ste 107, Venice, CA 90291
Phone: (310) 307-5523
Website: mdrnwealth.com
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