Someone Great Sent You Here

It looks like someone who thinks you could use our help sent you here, and that’s pretty cool! We look forward to helping you in any way we can. A great way to get started from the comfort of your home is to begin building your plan with our industry-leading financial planning tool. Fill out the form to get started today!

You can also schedule a time to talk to a CFP® professional, check out our calendar here.


The Keys to Unlocking Your Financial Future
  1. BUILD your financial plan with planning software
  2. TEST your portfolio using multi-factored simulations
  3. REVIEW your probability of reaching retirement success

How it Works

Start Building Your Retirement Plan

Tools to Build Your Best Retirement

We combine industry-leading financial planning technology with the insights of CFP® Professionals who specialize in retirement planning.


  • Interactive Retirement Planner
  • All Your Accounts Sync in One Place
  • Probability of Retirement Success Score
  • Efficient Tax Distribution Strategies
  • Insurance Needs Analysis
  • Social Security Optimization
  • Asset Allocation Breakdown
  • Estate Planning Flow Chart
  • Retirement Income and Budgeting Tools

Who is Modern Wealth Management?

In 1996, Dean Barber founded Modern Wealth Management with the goal to provide essential education for people to live their one best financial life. Our integrated wealth management services include investmenttaxestate planning, and risk management. Learn more about us and our proprietary approach to retirement planning, here.