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.

Introducing 25 Meters

I wanted to let you know about an exciting project I’ve been working on. As most of you know, Maggie Swanson of Modus is my daughter. Eight years ago

The Meaning of Having it All

What is the meaning of having it all?  This could mean something different to a young jet-setter than it does to a devoted mom.  Modus Advisors' own

2021 Year-End Recap

https://vimeo.com/672370493   Tad Weiss, CFP®, President of Modus Advisors, talks with our own Kari Haanstad to provide a 2021 year-end

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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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