MDRN Wealth
A+ Grade
Financial in Venice
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Financial Advising
•
Venice
(3 reviews)
Closed · Wednesday
$ - $$
John Boyd and the MDRN team have been a huge help in getting my finances dialed in. I have a mix of investments and ...
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$ - $$
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M
I needed to move my 401k over which is not something done every day. John was very patient, knowledgeable, and helpful in making this process run smooth and stress-free. John was also proactive in r... I needed to move my 401k over which is not something done every day. John was very patient, knowledgeable, and helpful in making this process run smooth and stress-free. John was also proactive in reviewing my needs and suggesting other … More Read More
About MDRN Wealth
At MDRN Wealth, we believe financial planning should be more than just managing investments. As a fee-only, fiduciary wealth management firm based in Los Angeles, CA, serving clients nationwide, we specialize in early retirement planning — helping professionals and business owners retire years before the traditional retirement age with confidence. If you don’t want to wait until 65 to retire, or you’d like to make work optional well before the traditional retirement age, that is our specialty. We guide clients toward financial independence by integrating proactive tax planning, retirement income strategies, and disciplined investment management. Our mission is simple: help you retire early and enjoy more freedom, sooner.
Reviews
(3) Reviews for this company
M
Mike Buday
5
I needed to move my 401k over which is not something done every day. John was very patient, knowledgeable, and helpful in making this process run smooth and stress-free. John was... I needed to move my 401k over which is not something done every day. John was very patient, knowledgeable, and helpful in making this process run smooth and stress-free. John was also proactive in reviewing my needs and suggesting other … More Read More
C
colinmonaghan1
5
We reached out in a bit of a panic as my layoff was unexpected and I was in a bit of a shock with no clue how to handle my 401K, union pension, Social Security, cash and other stoc... We reached out in a bit of a panic as my layoff was unexpected and I was in a bit of a shock with no clue how to handle my 401K, union pension, Social Security, cash and other stocks etc. John has been outstanding and I can see why everyone … More Read More
J
Jeremy Mann
5
John Boyd and the MDRN team have been a huge help in getting my finances dialed in. I have a mix of investments and independent work income, and he’s great at breaking things down... John Boyd and the MDRN team have been a huge help in getting my finances dialed in. I have a mix of investments and independent work income, and he’s great at breaking things down in a way that actually makes sense. He’s never pushy, … More Read More