Modern Dollar Planning
Financial Planner for medical professionals, corporate executives and business owners.
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.
Andrew Mohrmann is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Andrew Mohrmann is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Andrew Mohrmann is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Andrew Mohrmann is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Andrew Mohrmann
20 S. Sarah Street
St. Louis, MO