Andrew Mohrmann| CFP®, MBA
Modern Dollar Planning
- Fee-Only Financial Planning
- Tax Planning
- Cash Flow/Budget Planning
- Financial Independence Planning
- Low Cost Investment Management
- Options and RSU Planning
- Estate Planning
- Term Insurance
- Retirement Planning
- 401k/Employee Benefits Planning
- Business Planning
St. Louis, MO
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Andrew Mohrmann is a St. Louis, MO Fee-Only Financial Planner and founder of Modern Dollar Planning, a firm that serves medical professionals, corporate executives and business owners. Andrew Mohrmann is a NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional and MBA graduate of Washinton University's Olin Business School.
As of December 2014, I had a great job at a respected company that did exemplary financial planning and investment management work with high net worth clients. I worked with bright colleagues and had interesting clients in what was a great long term opportunity.
But I felt a call to do something different.
During my time there, I had personal friends, classmates from my MBA program and other acquaintances begin coming to me looking for help with their finances. Most of these folks were in their 30’s and 40’s. The question they kept asking was: “Could I become a client of yours?”
Unfortunately, the answer was all too often "No".
Most firms that act as fiduciaries have minimums that my peers and colleagues don’t meet. They are forced to go elsewhere for advice and are often 'sold' financial products that in many cases, might not be right for them.
With Modern Dollar Planning, I've developed a package that will set young professionals on a new financial trajectory. This new model will allow my peers to get access to the type of quality, objective advice that wasn’t available to them up to this point through an affordable monthly retainer. I now have the chance to pair my background as a CFP® and an MBA from Washington University in St. Louis with my deep-seated passion for entrepreneurship.
It's an opportunity to help my peers start making smart financial decisions, simply and confidently.
Modern Dollar Planning is a fee only financial planning firm in St. Louis that serves Mid-professionals in 3 groups:
- Medical Professionals (young physicians, CRNA's, Pharmacists, NP's)
- Corporate Executives
- Business Owners
Located in St. Louis' Cortex Innovation district, we make fee-only, fiduciary driven planning available to the next generation of leaders. Examples of Institutions and Companies served include: Washington University, BJC, St. Louis University, Express Scripts, Monsanto, Boeing and startup companies in St. Louis' innovation district.
We're currently adding clients who are seeking a fee only advisor interested in helping them lay the groundwork for a bright financial future.