Modern Dollar Planning
Andrew Mohrmann is a St. Louis, MO financial advisor and investment manager. Modern Dollar Planning serves mid career corporate exectives, medical professionals and business owners through financial planning and investment management. We lever technology while maintaining personal relationship to help you toward a new financial trajectory.
I'm a fee only financial planner focused on helping my clients take tangible steps to improve their finacial lives. I work with medical professionals, corporate executives and entreprenuers to reduce financial stress, acheive clarity and help them focus on things in life that really matter to them, like building their families, traveling and achieving financial flexibilty necessary to pursue careers they love.
I help each client build an automated cash flow system to set their financial life on autopilot, reducing the stress that comes along with trying to achieve many goals at the same time - debt payoff, retirement savings, major purchases and building wealth. We help monitor your entire financial life through a shared online portal where you always have access to your complete financial picture.
We'll meet regularly in person or via phone/video chat(your preference) to ensure that you're staying on track.
We use a low cost, academic, evidence based investment strategy to help you build real wealth.
Whether you are just starting to build wealth or already have a nest egg, we have a fee model that allows us to work with you.
Click here to schedule a free intro call.
Andrew Mohrmann's fiduciary obligation is governed by:
Modern Dollar Planning is a fee-only firm that focuses on helping people make better decisions with money.
As of December 2014, I had a great job at a respected company that did exemplary financial planning and investment management work with high net worth clients. I worked with bright colleagues and had interesting clients in what was a great long term opportunity.
But I felt a call to do something different.
During my time there, I had personal friends, classmates from my MBA program and other acquaintances begin coming to me looking for help with their finances. Most of these folks were in their 30’s, 40’s and 50's. The question they kept asking was: “Could I become a client of yours?”
Unfortunately, the answer was all too often "No".
Most firms that act as fiduciaries have minimums that my young friends and colleagues don’t meet. They are forced to go elsewhere for advice and are often 'sold' financial products that in many cases, might not be right for them.
With Modern Dollar Planning, I've developed a package that will set young professionals on a new financial trajectory. This new model will allow my peers to get access to the type of quality, objective advice with no minimum account size. I now have the chance to pair my background as a CFP® and an MBA from Washington University in St. Louis with my deep-seated passion for entrepreneurship.
It's an opportunity to help my peers start making smart financial decisions, simply and confidently.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Evidence Based Investment Management
- Lowering Financial Stress
- Simplifying Cash Flow
- Automating Savings Goals
- Insurance, Tax & Estate Advice
- 401k and Health Insurance Help
- Medical Professionals
- Corporate Executives
- Entrepreneurs and Start Ups in St. Louis Cortex
- Monsanto & Express Scripts Employees
- Wash U & SLU Medicine
- Young Families
- In-Office Meetings
- Virtual Meetings
- % of Assets Under Management
- Monthly Retainer
Professional Designations & Affiliations
Andrew Mohrmann is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Andrew Mohrmann is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Andrew Mohrmann is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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