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MDRN Wealth - Venice, California

Address: 606 Venice Blvd. Ste 107, Venice, CA 90291.
Phone: 09010612.
Website: mdrnwealth.com.
Specialties: Financial planner.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 41 reviews on Google My Business.
Average opinion: 5/5.

Location of MDRN Wealth

MDRN Wealth 606 Venice Blvd. Ste 107, Venice, CA 90291

09010612

MDRN Wealth is a financial planning firm that can help you manage your money and plan for the future. They are located at Address: 606 Venice Blvd. Ste 1

Reviews of MDRN Wealth

MDRN Wealth - Venice, California
Justin Gatza
5/5

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 was able to bridge that for us. It’s the little things. We appreciate all that he has done for our family and our business. I truly feel like we have a solid plan in place, and we feel grateful to have John at our side. We look forward to continuing our partnership with him in the years to come.

MDRN Wealth - Venice, California
Concetta Berardinelli
5/5

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 contacts to John, and everyone only has positive things to say about him. He really invests in the people he works with, is insanely smart, explains complex financial decisions using understandable language and weighs trade offs, and is always prepared, professional, and clear on calls. He is available and really works to understand goals, changes in goals, and long term and short term moves. He has also advised me on a few professional moves which has been so helpful, and helps me understand where my money is going and why the decisions are being made. He also knows a lot about taxes, estate planning, and just general helpful stuff. I can't say enough positive things about John. Investing in John was a huge investment in myself and my future, and I am happy to continue growing with him.

MDRN Wealth - Venice, California
Jessica Peffer
5/5

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!

MDRN Wealth - Venice, California
Nicole Madover
5/5

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!

MDRN Wealth - Venice, California
Soobin Bae
5/5

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!

MDRN Wealth - Venice, California
Ben Piersall
5/5

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.

MDRN Wealth - Venice, California
Ana M
5/5

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!

MDRN Wealth - Venice, California
Rachel Peffer
5/5

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.

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