Google reviewers rate Modern Wealth Management 4.5 out of 5 stars based on 31 reviews, with the owner responding to only 3% of them. Positive feedback highlights knowledgeable staff, timely communication, and assistance with retirement planning and investment management. However, critical reviews describe the firm as sales-oriented, citing high fees, poor returns, and a lack of genuine advisory care for conservative investors.
Google rating: 4.5 out of 5 from 31 reviews (87% five-star).
Reviews on this page: 31 Google reviews (28 with written comments).
Owner responses: the business replied to 3% of reviews.
Reviews from Google, shown as published (original wording, unedited).
TS
Tammy Smith4 reviews
★★★★★
BEWARE….One of the worst financial firms out there. If you’re not wealthy enough for them they play cat and mouse. Always giving you their newest invester.
Price assessment: Overpriced
Response from the owner · 7 months ago
We strive to provide a consistent and high level of service to all clients. Because we cannot discuss client matters publicly, we encourage you to contact our office so we can better understand your experience and address any concerns.
We trust Wayne’s advise and thoroughly enjoy working with him. MWM has helped us understand and develop strategies for our retirement finances that we never would have been able to do on our own.
Our rep is very knowledgeable. We feel very safe with our investments. Every meeting we have had they provide us with detailed information and advice with our investments. They really have our best interests at heart. We highly recommend Modern Wealth Management.
We have been extremely satisfied with Modern Wealth. We are very confident with letting them manage our finances. One less thing in this world to worry about! I would highly recommend Modern Wealth to any one that needs financial support.
I am a new client of Modern Wealth Management. In the short time I have been with them, they have done a truly amazing analysis of my investments and have provided a wealth of knowledge. I am close to retirement and having this team at MWM gives me great comfort knowing they have the expertise to guide me---they explain everything so well and they also care about me as a client and how important my financial future is.
Chris, Tim and Maranda at MWM are truly the best. I would encourage anyone looking for a financial planner for the first time or if looking to change as I was that you seriously consider this company.
I enjoy working with Modern Wealth Management and my financial advisor, Chris. My questions are answered in a timely manner and he touches base with me on a regular basis. Chris is professional and knowledgeable.
Wayne, our financial advisor, is great to work with. He is knowledgeable, makes you feel comfortable, and listens. He keeps you informed and explains available options to meet your goals.
Have been using MDWM for a couple of years now. They have been professional and respond quickly. Reviews and updates on a timely manner. Wayne Robinson, Senior Advisor has been extremely helpful and would not hesitate to recommend him to others.
My advisor Wayne is great! From our first meeting, he listened to my concerns, shared his expertise and fully explained my options. The entire team I’ve met with have proven their worth in developing a comprehensive plan as I approach my retirement years.
