At Modern Edge Capital, we revolutionize retirement planning and wealth management by blending cutting-edge innovation with personalized strategies. Discover a fresh approach to growing and protecting your wealth for a prosperous future.
Returns shown on the chart are for illustration only.
Past performance does not guarantee future results.
Ensure your retirement is everything you’ve dreamed of with Modern Edge Capital’s expert wealth management and retirement planning services. Our tailored strategies bring you peace of mind, securing your finances for the long haul.
Partnering with a Modern Edge Capital wealth manager means receiving a customized financial plan designed around your unique goals.
Tap into the power of your wealth and secure your future with Modern Edge Capital’s precision-crafted investment portfolios and trusted retirement income plans, designed for optimal growth, lasting security, and consistent, dependable cash flow.
Our retirement planning and wealth management professionals create personalized strategies that reflect your individual aspirations while enhancing financial stability, ensuring you can embrace your golden years with assurance and peace of mind.
We curate your investment portfolio end-to-end to ensure your investments are specifically designed to meet your individual investment philosophy, needs and aspirations.
Our in-house investment and equities research team support you with insightful guidance to reach your goals.
Modern Edge Capital is your trusted full-service hybrid firm, blending virtual and in-person wealth management to deliver a comprehensive, personalized retirement planning experience.
By integrating advanced technology with expert financial guidance, we provide a clear, seamless overview of your financial picture. As fiduciaries, we put your best interests first, aligning every strategy with your unique goals. Our skilled investment team performs consistent portfolio reviews, while our efficient technology simplifies onboarding and account management—allowing us to focus on crafting tailored advice that empowers your financial success.
From day one, we show you what sets us apart. As an independent firm, we offer unbiased guidance and access to a wide range of products, services, and strategies—helping you craft a financial plan that’s truly your own.
Your time. Your terms. Whether in-person or virtual, you no longer have to settle for mediocre financial advice just because the best advisor isn’t nearby. Experience the flexibility, connectivity, and expertise of a full-service hybrid firm designed to meet you where you are.
Shape a prosperous tomorrow with Modern Edge Capital’s expert retirement planning and wealth management services. Our personalized strategies and innovative tools empower you to achieve your financial goals with confidence and clarity, securing a future filled with opportunity.
When you provide your contact details, you agree to be reached out to about retirement income strategies featuring a mix of investment options and insurance products tailored to your financial goals. Let Modern Edge Capital guide you toward a secure and confident retirement.
Taking the first step toward securing your financial future is simple and stress-free with Modern Edge Capital. No matter your current financial situation, our dedicated team is here to guide you toward a confident retirement with personalized wealth management solutions. Serving clients locally and across the country, our expert advisors offer customized strategies tailored to your unique goals. Ready to begin? Schedule your free consultation today by filling out our easy online calendar or give us a call at (561) 572-7850. Visit us at 2600 N. Military Trail Suite 420, Boca Raton, FL, 33431, and let’s discuss how we can support your financial aspirations!
Curious about retirement planning or wealth management with Modern Edge Capital? We’ve got you covered! From how we secure your assets to what sets us apart, our answers provide clarity and confidence. Explore tailored solutions and expert insights designed to meet your financial goals—read on to discover how we can support your journey to a thriving future!
Wondering what to bring to your initial meeting? All you need are your financial questions and aspirations! Our first consultation is a relaxed conversation designed to explore your needs and outline how our retirement planning and wealth management services can help. No paperwork is necessary—just come prepared to share your vision for your financial future, and we’ll take it from there!
Yes, you can absolutely transition to Modern Edge Capital as your financial advisor, no matter where you live—Florida or beyond! We proudly serve clients across the country, offering flexible remote consultations via phone or video to fit your schedule and location. Start securing your retirement and wealth management goals with us today!
Wondering how often to revisit your financial strategy? We recommend reviewing your retirement plan and wealth goals with your Modern Edge Capital advisor at least once a year—or whenever life throws a curveball like a new job, marriage, or nearing retirement. Staying proactive keeps your plan aligned with your evolving needs and aspirations!
At Modern Edge Capital, we reject outdated, cookie-cutter strategies like the traditional 60/40 or 80/20 models—because today’s wealth management demands more. Our Wealth Managers know every client is unique, so we deliver fully customized retirement planning and financial solutions tailored to your specific short-term needs and long-term ambitions. This personalized approach ensures lasting financial security and confidence, distinguishing us from firms stuck in the past.
Modern Edge Capital is an SEC-registered investment adviser and wealth management firm specializing in asset management for high-net-worth individuals. Committed to excellence, we strive to deliver the highest standards of service and integrity in every client relationship, ensuring your retirement planning and financial goals are met with expertise and care.
At Modern Edge Capital, we prioritize the security of your wealth by partnering with Hornor, Townsend & Kent, LLC., a trusted custodian registered with the SEC and a member of FINRA and SIPC. This ensures your assets are protected under the highest compliance and security standards, including the SEC’s Customer Protection Rules to prevent misappropriation. As a regulated broker-dealer, Hornor, Townsend & Kent, LLC. adheres to strict guidelines designed to safeguard your brokerage accounts, giving you confidence in the safety of your retirement and investment portfolio.
We encourage you to verify your financial professional’s background using FINRA’s BrokerCheck. The information provided here comes from sources we believe to be reliable, but it’s not intended as tax or legal advice—please consult a qualified professional for guidance tailored to your situation. This content is for general informational purposes only and not a solicitation to buy or sell securities. Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC (HTK), a Registered Investment Advisor and member of FINRA/SIPC, located at 600 Dresher Rd., Horsham, PA 19044 (800-873-7637, www.htk.com). HTK, a wholly-owned subsidiary of The Penn Mutual Life Insurance Company, is unaffiliated with 1847 Financial and other entities listed. Opinions expressed are those of Modern Edge Capital and may not reflect HTK or its affiliates, who do not provide tax or legal advice. We are licensed for insurance and securities in Pennsylvania—contact us for a full list of licensed states. This is not an offer or solicitation in states where we are not properly licensed or registered. Always seek personalized advice from a qualified advisor for your unique circumstances.
