After 23 successful years as a financial planner, Tad Weiss founded Modus Advisors to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results.
To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born.
The Modus Method
The Modus Method is not so much a tangible process as it is an underlying commitment and dedication to what we do best: provide sophisticated, yet simplified wealth counsel.
At Modus Advisors, we work tirelessly for our clients,delivering research that is distinctive and actionable, providing positive ideas for every situation, and applying our financial expertise to help discern what is best for you and your family.
In addition, Modus has designed several unique programs, including Modus AIM™, Retirement Paycheck™, and Smart Tech™ exclusively for our clients.
But perhaps most importantly, our clients appreciate the fact that Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest, and a commitment to forming long-term, meaningful partnerships with our clients.