MDRN Wealth

I couldn't recommend MDRN Wealth and John enough. We had been searching for an advisor for years and John has been incredible to work with. After self managing our finances for years we finally have a thorough strategy and process in place and are making great progress on our goals. My only regret is not working with John sooner.

My husband and I highly recommend John and MDRN Wealth. As we neared retirement age with 2 kids about to head to college we knew we needed professional financial guidance. We were fortunate to find John and his team, who have been instrumental in helping us clarify our goals and prepare financially for our future. John is extremely professional, knowledgeable, and easy to work with, and with his counsel and management we are in a much better position to achieve those goals.

I highly recommend MDRN Financial Services for astute guidance and understanding of my personal financial goals. John Boyd offered me a respectful perspective plan for my financial circumstances as a retired Federal employee and Army Retiree. During these times of extraordinary volatility, it is comforting to have expert help. You will not be disappointed!

MDRN Wealth has been helpful managing my retirement funds. I am no longer concerned about outliving my money. John is very knowledgeable and easy to communicate with. I highly recommend MDRN Wealth.

John and the MDRN team are awesome! They are a full service, well-oiled machine, and you would be crazy not to work with him. We've been working with John several months now and during that time he has brought a tremendous about knowledge, strategy, and planning into our lives which was WELL overdue. He is very professional, responsive, caring, and is truly an expert in his field. As a bonus, he also has a great network of people to help connect the dots for his client. For example, we needed a new CPA and

John and his team have been incredible partners in helping us get our finances in order and plan for the future. He took the time to understand our goals and created a clear, tailored plan that makes us feel confident and at ease. His ability to explain complex financial concepts in a simple, approachable way has been invaluable. Thanks to John, we're now on a solid path toward long-term financial security. We highly recommend his expertise to anyone looking for a trusted financial advisor!

John Boyd, the CEO of MDRN is one of the kindest and most understanding individuals I have had the pleasure of seeking advice from. He met with me for an hour, and in that time we discussed my financial goals and developed a plan to execute. In full transparency, I would not have known what to do without MDRN's council and I am so grateful to have their guidance. John is 10/10, his team is 10/10, and their services are 10/10. I will recommend them to every UHNW client that I support.

John has been a critical partner in my growth as a person building wealth, solving financial issues (loans, debt management, etc) professional goals (starting a business, how to manage investments in that while living my life). He has taught me SO much, and I fully trust him. His attitude is knowledgeable, kind, NOT shamey (a lot of financial investors won't work with you if your finances are messy or if you don't make a certain amount of $), and personable. I have sent a lot of friends/professional contact

My husband and I recently started working with MDRN Wealth for our financial planning needs, and we couldn't be more impressed. The team is knowledgeable, approachable, and truly listens to our goals. They provide clear, actionable advice and are always there to answer questions as they come up. We feel more confident than ever about our financial future thanks to John's guidance and support. Five stars! Highly recommend!

John is a fantastic advisor and so professional, kind, and helpful! Coming from someone who has a very limited understanding of financial planning he was able to elucidate what I need to do in my financial journey to meet my goals and give me tools and resources to move in the right direction. Would strongly recommend to anyone looking for help in their financial journey as well!

I can't recommend John and the team at MDRN Wealth enough. In the year that we've worked together, John has been an invaluable resource to my wife and I regarding overall estate planning, real estate and tax planning, and so much more. John is intelligent, incredibly knowledgable, and tailors his approach to each and every client.

Having now worked with John for more than two months, I can say that he exceeded all my expectations as a financial advisor. From the moment my husband and I reached out to him, we could sense his professionalism and genuine interest in helping us achieve our financial goals. He took the time to understand our financial situation and crafted a personalized plan tailored to my needs. His expertise and knowledge in wealth management are truly remarkable. Importantly, what sets John apart is his unwavering c

I highly recommend John and the mdrn wealth team! John helped my husband and I through an IPO, cost segregation study, home purchase, setting up our family trust, and so much more in the short year we've been working with him. We are continuously impressed at John?s ideas and ways he's been able to help us plan for the future.

Working with John at MDRN Wealth has been such a pleasure. We interviewed a lot of different financial planners and John was by far the standout candidate when considering who to bring along on our financial journey. He is incredibly hard working, very knowledgeable, a wonderful guy to talk to, and he shows a keen interest in what's important to you on a personal and financial level. We're already seeing the benefits of working with John and can't wait to continue build together. His combination of tried

John is an exceptional advisor, we're incredibly lucky to have been introduced to him. He's responsive, helpful, resourceful, intelligent, and well informed. I have recommended him to all my friends and will continue to do so!

I've been working with John for a year, and he has been an expert in guiding me through the retirement process. We began our partnership a few months before I retired, and he helped me seamlessly transition from employer-held accounts to brokerage accounts. John responds quickly every time I reach out with a question, no matter how inconsequential. John's recommendations have created a stable yet growing financial position, and alleviated a lot of anxiety about the future. I appreciate John's knowledge,

John and MDRN Wealth has been so helpful in getting my finances in order. I don't have the best financial mind, and John has been so great at explaining everything. He is always incredibly prompt and willing to help with even the smallest tasks. I would recommend him to all my family and friends!

John is a wonderful financial advisor. He has guided me through financial choices that felt daunting to take on myself, including company equity and preparing for any tax implications. Highly recommend working with MDRN Wealth!

John is incredible to work with. He explains everything thoroughly to make sure we understand, and is always happy to answer our random questions that we send him through email, or jump on a call to have a chat. When we first were onboarding with MDRN Wealth, we met with John every week to get everything squared away and he made us feel very comfortable and confident to work with him - something that's very important when you're trusting someone with your money! We really appreciate everything John has done

MDRN Wealth has been fantastic through and through. I greatly appreciate the whole concept of simple terms, solid advice, robust tech. John is extremely responsive and helpful. He's super hard worker and deeply cares for his customers. I'm in my early 30s and live in Oklahoma. I could be working with a local financial adviser/planner, but I decided to go with John after extensive online research and a couple of initial conversations, in which I quickly realized his depth of expertise, but also noticed he un

I first came to know about John while reading an article in Forbes. John?s quotes were the only genuine thoughts on the investment strategy listed in the article. It caught my attention. I was seeking a new financial planner and decided to reach out to him. I'm a business executive myself, so quite familiar with realizing if somebody is either full of it, or really knows what they're talking about. After our first conversation, I was very impressed with John and felt that he had true expertise. He took his

I've never been great with my finances. Not irresponsible, necessarily, but I never felt like I had a full understanding of the big picture or the choices I should be making. John Boyd has been my savior. I have a much better understanding of, not only what I should be doing, but why. He makes things incredibly easy and is a joy to work with. I legitimately look forward to our meetings because I alway leave with greater peace of mind. I can't recommend MDRN Wealth enough.

John and his team are incredible. John took the time to really understand the needs of our family and how we can create a long term financial plan that works for us. Highly recommend his services!

My fiance and I have been working with John for a few months now, and he's played a huge role in helping us prepare for the future. From helping us with our retirement and brokerage accounts, to guiding us through our options and setting a strategy for how we will approach finances after our wedding. The customer service is great, and John always makes himself available anytime we have questions.

I've known and followed John?s career for years since his early-career days at Schwab. And I'm so happy seeing John thrive in this entrepreneurial endeavor doing what he's most passionate about ? making financial planning accessible for many others! John made the discovery conversation very easy and took the time to ask important questions to truly understand how my financial health and needs can align with major life goals. He also covered many topics that I've shied away from, such as tax planning and inv

John took over management of a large portion of my portfolio last quarter and after working with larger advisory firms solely until then, I wasn't quite sure what what to expect. Today, I'm happy to have trusted John and MDRN Wealth with my money as I'm seeing green in my portfolio for the first time this year! More specifically, working with an independent advisory firm like MDRN Wealth has felt more like a partnership than a client-advisor relationship - something I've never experienced when working with

We've been working with John for several months now and are impressed with his knowledge, patience and most importantly, strategies for positioning our savings for retirement. He's hard-working, very responsive and truly a counselor with empathy. Sounds like a therapist, I know, but learning to part with money you've saved for years with the goal of enjoying retirement is hard! John gets it and is transparent about everything he recommends. And I met him on Reddit of all places!

I had the wonderful experience of having John as an advisor for a short period. John is one of the most compassionate, caring, empathetic, and wonderful people to have ever worked with. He cared so very much with his heart regarding my financial situation, and helping me to not feel so much stress. The experience was just so wonderful to have somebody care as much as he did. He just always said the word ?we ?. It made me feel as if I had a teammate and it was wonderful.

John is notably dedicated to exceptional client service and he clearly has a nuanced understanding of a number of wealth-building and tax-saving strategies for businesses and individuals. He's impressed my every step of the way - I highly recommend an initial call with him to anyone who's even considering working with a financial consultant.

If you're looking for a financial advisor who genuinely cares about your financial well-being and goes above and beyond to deliver results, look no further than John Boyd at MDRN Wealth. I cannot recommend him highly enough!

I've worked with John for several months and he has been integral in shaping what my financial future looks like and putting me into better financial habits. I have sent friends in his direction to help them plan for their futures, and I will continue to do so. Highly recommend the work being done at MDRN Wealth.

I am so grateful to have had connected with John. I have shied away from getting a financial advisor but he reached out to let me know he would help me. As Youth it's important to have someone who has plenty of experience and wise advice to advise you early on, so you are not only stable but successful in the future financially. John is that someone. I learned so much in just one virtual meeting with him. I look forward to growing with John, not only financially but as a Young adult.

We have been thrilled with MDRN Wealth. John does a great job of breaking things down and constantly checking for a pulse on how we are feeling as clients. We're never rushed, we feel in-the-loop with what's happening, and most importantly, we have confidence about our financial decisions.

John was very helpful and helped me develop a financial plan that was very easy to digest and wasn't over my head. I'm pretty small peanuts financially speaking but he was able to meet me where I'm at and tailor a financial plan that fit my means and needs. Would highly recommend to anyone looking to fine tune their portfolio and/or get financial advice.

My spouse and I are separating and were not sure what to do in regard to housing and managing our real estate assets. John listened carefully to the complexities of our situation and helped talk through every option. Thanks to John, we now have confidence in our plan moving forward. I can certainly recommend reaching out to John based on his experience and ability to understand unique situations and needs.

First time in my life I actually feel at peace with my finances. John covered everything from investments, my retirement, my estate plan and even taxes. Love how I get to use alternatives that other advisors that I have worked with in the past have never discussed. The client interface when I login to see my investments is by far the best. If you're hesitant about working with a financial planner, John and the MDRN Wealth team will completely change your mind, I know mine was!

I found MDRN Wealth through Reddit, of all places. I struck up a conversation there with John, and that evolved into a couple of video calls where we basically interviewed each other over a few hours and learned what each of our philosophies, priorities and goals are. It became evident pretty quickly that we were a good fit. I am sure that my account is not the biggest account under MDRN Wealth management by any stretch of the imagination, but the level of interest and care exhibited by John has been not

Tried this place through great reviews on Reddit, and I am so very happy that I did! I am in my 60s and worried about retiring. Meeting and working with John has been a God-sent. From the very start, he put me at ease and helped me set some goals. He carries a very personable demeanor and breaks down all the finance jargon into understandable language. If you are looking for a financial advisor, this is the place to go to.

My wife and I just came on board with MDRN Wealth yesterday. John is very knowledgeable and genuine. Looking forward to navigating our financial journey with him. Highly recommend checking him out!

John, the founder of MDRN Wealth, is an extremely dedicated and focused individual. I trust him with my money. Markets down in 2022...my investments with MDRN Wealth are currently up.

MDRN Wealth has been absolutely amazing! I have had all of my questions answered and feel confident in how my money is being taken care of. They have put my mind at ease and I am excited to continue working with them as I grow my wealth.

Was skeptical about working with a financial planner but John completely changed my perspective. I thought a financial plan was all about budgeting or planning for retirement, but John covered areas of my finances that I didn't even think to have a plan for.

I have only been a client for a few months, but so far I appreciate the transparency and availability of John/MDRN Wealth and look forward to working with him more.