At Modern Edge Capital, our seasoned financial advisors deliver personalized wealth management crafted to your unique needs. Using data-driven investment strategies, we aim for bold results tailored to your goals. Our team dives deep into your financial picture, aspirations, and risk tolerance to build custom portfolios, whether you’re prioritizing retirement planning, legacy planning, tax optimization, or other ambitions, ensuring your vision of financial success comes to life.
Our financial advisors at Modern Edge Capital serve clients nationwide with our hybrid model, meeting you remotely or in person, wherever you are. We deliver tailored retirement planning and wealth management advice based on your unique situation, distinguishing us from robo-advisors and fostering trusted, lasting relationships. We also collaborate with your attorneys and CPAs to integrate your full financial picture, ensuring our localized, personalized services revolve entirely around you.
Modern Edge Capital understands that every client’s journey is distinct. We craft your portfolio to match your unique return objectives, risk tolerance, time horizon, income needs, and legacy goals, ensuring personalized retirement planning and wealth management. Our team takes the time to grasp your full financial landscape—assets, debts, income streams, tax factors, and beyond—for a truly customized strategy.
Contributing to a retirement plan creates a nest egg that fuels future income. With Modern Edge Capital, your retirement savings ensure financial security, empowering you to sustain your lifestyle comfortably throughout your golden years.
Starting your retirement planning early with Modern Edge Capital harnesses compound interest to grow your savings over time. This builds a larger nest egg, delivering greater retirement income and financial security for your future.
Planning for retirement today with Modern Edge Capital leverages time and compound growth to boost your savings. It also gives you flexibility to tweak your retirement strategy while still earning, ensuring a robust nest egg for lasting security.
Retirement planning is essential to secure ample savings and income for your future. Without a solid financial plan from Modern Edge Capital, covering lifestyle needs and medical expenses could falter, jeopardizing your financial security in retirement.
Expert financial advisors, retirement planners, and wealth managers at Modern Edge Capital provide thorough retirement planning and ongoing management to secure your financial future with tailored, comprehensive strategies.
We work with trusted custodian Fidelity, to securely custody and protect your assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding your assets against misappropriation.You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
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.
