Modern Wealth Management – Lenexa is a financial planner based in Lenexa, Kansas, specializing in personalized financial planning services for individuals and families. Situated in the 66215 postal code area, this firm offers tailored strategies to help clients navigate complex financial decisions and work toward long-term financial stability. The team focuses on creating customized plans that align with each client’s unique goals and financial situation.
The firm provides a comprehensive range of financial planning services, including retirement planning, investment management, tax strategies, and estate planning guidance. By analyzing clients’ financial health and objectives, Modern Wealth Management – Lenexa aims to develop actionable plans that support wealth preservation and growth. The firm’s approach integrates careful assessment of risk tolerance and market conditions to optimize financial outcomes.
Clients in Lenexa and surrounding areas can expect a consultative process that emphasizes clear communication and ongoing support. Modern Wealth Management – Lenexa values the importance of building lasting client relationships grounded in trust and transparency. This financial planner works to simplify complex financial concepts, helping clients make informed decisions with confidence.
Located at 13550 W 95th St, Modern Wealth Management – Lenexa is accessible to residents of Johnson County and beyond. Interested individuals may reach out by phone at 913-393-1000 to discuss their financial planning needs and begin the process of developing a personalized financial strategy.


































