ModernWealthConcepts Revenue

Financial Services • Abington, Pennsylvania, United States • 1-10 Employees

ModernWealthConcepts revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at ModernWealthConcepts

Keith Donnell

President

Company overview

Headquarters	261 Old York Rd, Ste 735, Jenkintown, Pennsylvania 19046, US
Phone number	+12157821877
Website	modernwealthconcepts.com
NAICS	52
SIC	628
Keywords	Financial Advising, Retirement Planning, Financial Planning, Estate Planning, Investment Management
Founded	2010
Employees	1-10
Socials

ModernWealthConcepts Email Formats

ModernWealthConcepts uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@modernwealthconcepts.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@modernwealthconcepts.com	100%

About ModernWealthConcepts

Welcome to ModernWealthConcepts LLC, the "Family Wealth Planning" Firm You Can Trust We provide comprehensive wealth planning and wealth management services carefully designed and delivered to meet the needs of affluent individuals and families. We help our clients maximize the effectiveness of their financial resources over time to achieve personal financial success. We are delighted that you are considering us as a potential partner in working towards your long-term financial success. We welcome the opportunity to demonstrate a more effective way to manage your wealth. As an independent practitioner in matters of personal finance, we can proudly say, "We work 100% for the benefit of our clients as a fiduciary". We do not sell investment products nor do we accept commissions, sales loads, or hidden fee arrangements of any kind as compensation for our services. Virtually all of the compensation we receive is paid to us directly by our clients. Therefore, we have no divided loyalties. We believe our fee-based compensation model and client centered approach is the most effective way to provide our clients the level of transparency and objectivity required to be considered their most trusted adviser. Our clients are not required to move their assets in order to work with us. Clients are free to use their current custodian, our preferred custodian, or employ multiple custodians. Please feel free to contact me directly if you would like to learn more about our services. I look forward to meeting you. I am confident we will earn the opportunity to work closely with you over time as your partner in financial success. Sincerely, Keith M. Donnell MBA, CFP® keith.donnell@modernwealthconcepts.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

ModernWealthConcepts has never raised funding before.

Frequently asked questions

ModernWealthConcepts is located in Abington, Pennsylvania, US.

You can reach ModernWealthConcepts at +12157821877.

ModernWealthConcepts generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

ModernWealthConcepts has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ModernWealthConcepts was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

ModernWealthConcepts has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at ModernWealthConcepts

Keith Donnell

President

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