John Boyd, CFP® MDRN Wealth
- 9375 E Shea Blvd Ste 100, Scottsdale, AZ 85260
- 480-901-0612
- https://mdrnwealth.com/
About John Boyd, CFP®
Comprehensive tax, estate and financial planning with institutional level portfolio management. We believe that all clients deserve access to investments historically reserved for the ultra wealthy. We believe that all clients deserve holistic planning that goes beyond just retirement planning. We are one of the only RIAs in the country with a moneyback guarantee.
All prospective clients receive a comprehensive financial plan. If after going through the planning process you believe you would benefit from ongoing planning and portfolio help, our fees range from 1% – 0.25%. We do this because helping as many clients as possible, even if they don’t choose to enroll in ongoing help, is part of our fiduciary duty. We also believe that by helping as many clients as possible, that it will only help build the MDRN wealth brand. MDRN Wealth will be the gold standard in wealth management. Come see what makes us different.
Recently Published
‘Cash is the cool kid on the block’: High-yield savings accounts, Treasury bills, money market funds, and CDs — here’s where your cash can earn up to 4.5%
March 15, 2023John Boyd quoted on Market Watch, Barron’s and Morningstar The article highlights various investment options for cash that can earn up to 4.5% interest. High-yield savings accounts, Treasury bills, money market funds, and CDs are all popular options for those who want to earn a return on their cash without taking on significant risk. John […]
YCharts: With An Eye On Fees And Returns, More Clients Are Looking For a New Advisor
March 15, 2023John Boyd quoted on Wealthmanagement.com Clients are becoming increasingly aware of the fees they pay for financial advice and are looking for advisors who can offer better returns on their investments. The article highlights the importance of finding an advisor who aligns with a client’s financial goals and has a transparent fee structure. Financial advisor […]
What Silicon Valley Bank’s Collapse Means for Your Money
March 15, 2023John Boyd quoted on Bloomberg.com The collapse of Silicon Valley Bank has raised concerns among investors and customers about the stability of other banks and financial institutions. Financial advisor John Boyd has reportedly stated that this event highlights the importance of diversifying one’s portfolio and monitoring the health of financial institutions that one does business […]
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Investment Planning & Management
- Tax Planning
- Young Families
Ways Advisor Charges
- Assets Under Management
Fee Options
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
