Financial planner · Olathe, KS · reviewed since 2014
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 64%68+43.2Reliability 28%64+18.1Replies to reviews 8%45+3.7Momentum penalty21−7.9Experts Score= 57Not enough data for value; its weight is shared by the others.Grade C: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.57SCORE
CGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#24 of 26 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 8%
4.5★★★★★31 Google reviews · 6 photos
87%five-star reviews
1.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
5%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
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.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: satisfaction and reliability; weakest: momentum.
This companyFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Modern Wealth Management - Lenexa: 68/100 on this factor. Category median: 97.B
68
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Modern Wealth Management - Lenexa: 64/100 on this factor. Category median: 97.B
64
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Modern Wealth Management - Lenexa: 21/100 on this factor. Category median: 100.D
21
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Modern Wealth Management - Lenexa: 45/100 on this factor. Category median: 45.C
45
Bar = this company · dark tick = category median.
Star ratings
31 Google reviews we collected
4.5of 5
5 stars2787%
4 stars00%
3 stars13%
2 stars00%
1 star310%
Praise vs complaints
Phrases our text analysis found in 28 written reviews
88%praise
Praise3888%
Complaints512%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude1535%
Quality & results1023%
Would recommend614%
Communication512%
Honesty & trust37%
Speed & response25%
Price & value25%
What customers talk about
We read 28 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“…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…”
“We trust Wayne’s advise and thoroughly enjoy working with him.”
“They simply sell JUNK you can't find a WORST investment advisers (oops they are not that they are SALESMEN)!”
“I would highly recommend Modern Wealth to any one that needs financial support.”
“…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 import…”
“We trust them with our investments, taxes and all of our financial needs.”
“My questions are answered in a timely manner and he touches base with me on a regular basis.”
“They are a HUGE rip off!”
People customers mention
Wayne5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
Tammy4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★
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.
Overpriced
Michael7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
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.
P3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
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.
Sybil7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
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.
MaryAnn2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
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…
Gaylene6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · Edited a year ago★★★★★
I am really happy having Wayne and his team guiding me through my financial plans.
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.
Michael Shelton7 reviewsiTotal number of Google reviews Michael has written across all businesses on Google Maps, not just this one.
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.
P Cross3 reviewsiTotal number of Google reviews P has written across all businesses on Google Maps, not just this one.
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.
Sybil Rollwagen7 reviewsiTotal number of Google reviews Sybil has written across all businesses on Google Maps, not just this one.
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.
MaryAnn Wessel2 reviewsiTotal number of Google reviews MaryAnn has written across all businesses on Google Maps, not just this one.
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.
Gaylene Paxton6 reviewsiTotal number of Google reviews Gaylene has written across all businesses on Google Maps, not just this one.
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.
Thom Swenson5 reviewsiTotal number of Google reviews Thom has written across all businesses on Google Maps, not just this one.
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.
Randy Schuster4 reviewsiTotal number of Google reviews Randy has written across all businesses on Google Maps, not just this one.
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.
Karen H.2 reviewsiTotal number of Google reviews Karen has written across all businesses on Google Maps, not just this one.
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.
