Model Wealth is a fee-only financial planning firm based in Naperville, IL, that offers clear and simple financial planning services for informed consumers. They specialize in hourly-based consulting and flat-fee investment management, providing clients with a smarter and more objective approach to financial advice.
With an emphasis on intelligent planning and portfolios, Model Wealth aims to bring clarity and peace of mind to their clients' financial lives. They believe in an academic approach to investing, focusing on lower costs, less trading, and realistic expectations, rather than making empty promises about market-beating returns. Their team of highly adept professionals simplifies complex financial matters, ensuring a better financial planning experience for their clients.
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