Modus Advisors Employee Directory
Financial ServicesMinnesota, United States2-10 Employees
Modus Advisors is a Minnesota-based independent financial services firm that provides fee-only financial planning, retirement planning, and investment management for high-net-worth individuals and families. Operating as a Registered Investment Advisor, the firm emphasizes unbiased, results-focused planning and a conflicts-free approach to investment recommendations, aiming to form long-term partnerships with its clients. Founded by Tad Weiss in 2009 to address perceived complexity in the financial planning landscape, Modus Advisors builds its practice around a client-centric method intended to deliver clear, actionable planning outcomes. The company, located in Excelsior, Minnesota, represents a boutique advisory option within the broader financial services industry, differentiating itself through independence and a commitment to unbiased guidance. Recent activity indicates ongoing portfolio engagement, including new asset stakes in major companies, reflecting its role in managing investment allocations for its clients.
1-888-653-2347 
support@leadiq.com 
