Modus Advisors Team
Clients of Modus Advisors work with a team of dedicated professionals led by Tad Weiss, MBA, CFP®, principal, and visionary behind the Modus Method. He is surrounded by a cohesive and experienced team of financial professionals dedicated to building and preserving the net worth of our clients. With more than 60 years of experience among us, we have the knowledge and attention to detail to get things done.
The Modus team taps into the expertise of 24 research professionals at LPL Financial, an independent broker/dealer. Our team also works with a network of tax and legal professionals and can coordinate efforts with your own tax and legal advisors when needed.
The Modus team and its affiliated professionals strive to bring leading-edge tools and technology, independent research, and objective advice to each client’s financial plan. Take a few minutes to meet the members of our team, and find out what motivates us to help you pursue your most important financial goals!