Modus Advisors

Experience the Modus Method

Mission

Modus Advisors is committed to delivering the highest quality financial planning and investment management services. We partner with successful individuals in the Lake Minnetonka area and around the country, helping you work toward and achieve your most important financial and personal goals ,freeing you up to lead the life you desire. As a Registered Investment Advisor (RIA), we continually strive to earn our clients’ trust by always putting their best interests first.


Comprehensive Planning

We analyze and coordinate all areas of your financial life, to develop a comprehensive plan that works towards your most important financial and personal goals.


Investment Management

As a fee-based fiduciary, the Modus team works with you to design and implement personalized investment strategies for the near-term, the long-term, and everything in between.


Retirement Planning

Your life is unique, and your retirement plan should be too! The Modus team will design, implement, and monitor your retirement plan to maximize your retirement years.


Client Services

Technology should supplement personal relationships and service, not replace it. See how we consistently deliver outstanding client services to our valued clients.

Services

Latest from the blog.

1Q 2021 Commentary

1Q21 Update         Market Update What a difference a year makes!  It’s hard to believe that, exactly one year

Q1 2021: Leukemia & Lymphoma Society

When someone we love goes through something we just cannot fix, the sentiment always seems to be “I just wish there were something I could do.”  A few

Modus Advisors Welcomes Cathy Hayes

To our clients and friends, We are delighted to announce that Cathy Hayes has joined the Modus Advisors Team!  Cathy brings years of client service

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Contact Us

23505 Smithtown Road
Suite 290
Excelsior, MN 55331
T 952.946.1000
F 952.946.1010

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About Us

Modus Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Modus Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Modus Advisors, LLC unless a client service agreement is in place.

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