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Modus (mō dəs): A specific method of operating; a particular way in which something is done.
Modus Advisors provides financial planning and investment management services to successful individuals. Modus clients are high net worth and aspiring high net worth business owners, executives, and professionals who know the value of having a cohesive and experienced team working on their behalf.
The Financial Advisors of Modus Advisors provide access to financial planning services and manage client portfolios of $250,000 or more through their affiliation with LPL Financial.
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The word “modus” is from the Latin language. The definition of modus emphasizes our method, and way of working with our clients. The word recognizes our experience and utilization of solid financial strategies. We encourage you to learn more about Modus Advisors, and how we can help you work towards your most important financial goals.
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