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Modern Dollar Planning is a fiduciary financial planning and investment management firm that charges a transparent flat fee to help corporate and medical professionals grow and protect their wealth. They deliver one-on-one planning and investment management designed to provide peace of mind and financial independence. Headquartered in St. Louis, they serve local clients and remotely across the United States, leveraging client portals and platforms like eMoney and Fidelity.
AI named Modern Dollar in February 2026.