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.

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