Modernize Wealth | Financial Planning | Wealth Management

MEET MODERNIZE WEALTH

INNOVATIVE & INVESTED

Are you looking for financial guidance?

Searching for a partner to help you create an integrated plan for both your business and personal finances? A 21st Century strategy that will help you capitalize on your success, and deliver financial security for future generations? That partner should be Modernize Wealth.

The continued success of our financial planning business is built on your continued success; you are the focus of our business. Our innovative approach to wealth management and financial planning makes us fully invested in you.

That’s what makes Modernize Wealth different.

Allow us to be your problem solvers, your solution providers, your financial educators – allow us to be your partners in success.

A MULTI-GENERATIONAL FAMILY BUSINESS…LIKE YOURS PERHAPS?

Modernize Wealth is a unique blend – we combine decades of experience with youthful innovation. That blend is a direct result of the make-up of our team. Like many of our clients, we are a multi-generational, family owned business. That blend is how we deliver financial solutions to problems that many clients didn’t even know they faced – sometimes you don’t know what you don’t know!

Our small, motivated, fully engaged, independent team will provide your family with the insight, experience and guidance to help you make the right financial decisions for your business and foryour family…confidently.

Communicate

When you work with us, you don’t just have one financial advisor. You have a team of three experienced professionals planning and managing your wealth – that means much more open communication.

Educate

We are committed to educating our clients. It is our responsibility to look out for your best interests. We want you to be fully informed and to be able to understand the financial concepts we discuss.

Organize

We know that our industry creates tremendous confusion; our aim is to create clarity. During our reviews, we will make certain every aspect of your financial affairs is current and remains organized.

Focus on You

Using your family (and business) financial goals along with all the other financial information we gather, we will craft a comprehensive, synergistic financial plan for you, your family, and your business.

Meet the Modernize Wealth Family

Founded by John Hebert and managed with his sons, Brandon and Jeff, Modernize Wealth clients get three experts, not just one, who are fully invested in your success.

Brandon Hebert, CPWA^® CEPA^®

As a Certified Private Wealth Advisor (CPWA®) and the visionary behind Modernize Wealth, Brandon

John Hebert, CPM^® CFP^®

John’s industry gravitas comes from almost 30 years’ as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and

Jeff Hebert

As Chief Operating Officer, Jeff keeps Modernize Wealth purring. Jeff has watched his dad, John,

CONTACT MODERNIZE WEALTH TODAY

You can never really get to know a team by reading their biographies; why not schedule a no-obligation “Get to know each other” discovery session. We would love to meet you. Call us at 480.346.1283 or use our contact form and we will get a meeting scheduled.