Modern Wealth Management

Contact: Martin James, CPA, PFS
130 Meadow Lake Drive Mooresville IN 46158 Phone: 317.834.2276 Website: ModWM.com

Biography

Gaining Confidence, Freedom, and Time with The Modern Wealth Advantage

The Modern Wealth Advantage is the process of our advisors working with professionals in taxes, insurance, estate planning, financial planning and investment management to build a retirement plan for our clients to help them reach their financial goals.