John Boyd
CFP®
MDRN Wealth
Founder & Lead Wealth Advisor
John Boyd
CFP®
MDRN Wealth
Founder & Lead Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Boyd, CFP®
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
John Boyd is a Scottsdale, AZ fee-only financial advisor serving clients locally and across the country. MDRN Wealth provides comprehensive financial planning, tax planning, and estate planning as well as institutional-level portfolio management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Boyd is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John Boyd, CFP® is a Scottsdale, AZ fee-only financial planner and founder of MDRN Wealth which provides comprehensive tax, estate and financial planning with institutional-level portfolio management. We believe that all clients deserve access to investments historically reserved for the ultra wealthy. We believe that all clients deserve holistic planning that goes beyond just retirement planning. We are one of the only RIAs in the country with a moneyback guarantee.
All prospective clients receive a comprehensive financial plan. If after going through the planning process you believe you would benefit from ongoing planning and portfolio help, our fees range from 1% – 0.25%. We do this because helping as many clients as possible, even if they don’t choose to enroll in ongoing help, is part of our fiduciary duty. We also believe that by helping as many clients as possible, that it will only help build the MDRN wealth brand. MDRN Wealth will be the gold standard in wealth management. Come see what makes us different.
At MDRN Wealth we believe that the financial industry can be doing more to serve clients more effectively.
Rather than wait for the industry to evolve… we took matters into our own hands.
The next frontier of investment and wealth management is here.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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John Boyd is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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John Boyd is a Member of the XY Planning NetworkThe 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.
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John Boyd is Quoted in the Wall Street Journal: "As Home Prices and Mortgage Rates Stay High, Prospective Buyers Put Down Payments on Ice"
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John Boyd is Quoted on BuzzFeed News: "She Bought Her House As The Market Peaked. Now She Regrets It."
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John Boyd is Quoted in ThinkAdvisor: "How 5 Advisors Helped Clients Resolve Family Conflicts Over Money: Advisors' Advice (Slide 5)
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John Boyd is Quoted in Financial Planning Magazine: "401(k) bill would clarify protections for private equity, real estate, crypto investments. But do advisors want it?"
Contact John Boyd
Office Locations:
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By Appointment
Scottsdale, AZ 85255
