Modus Advisors
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Modus Advisors is a Registered Investment Advisor (RIA) based in Excelsior, MN, offering sophisticated wealth management services to successful individuals in the Lake Minnetonka area and beyond. With a commitment to delivering the highest quality financial planning and investment management services, Modus Advisors partners with clients to help them achieve their most important financial and personal goals. As a fee-based fiduciary, the firm puts clients' best interests first, providing comprehensive planning, personalized investment strategies, and retirement planning to maximize clients' financial well-being.
Modus Advisors believes in the power of personal relationships and outstanding client service, utilizing technology to supplement, rather than replace, the human touch. With a focus on simplifying the complexities of wealth management, Modus Advisors empowers clients to lead the life they desire by freeing them from financial worries. As a trusted advisor, the firm's mission is to earn clients' trust and provide a simplified, personal approach to wealth management that aligns with their unique needs and aspirations.
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