No matter how you define it, we have a plan

Columbia, SC 29201
  • 803.937.4464
  • 803.937.4464


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Welcome to

Modern Family Asset Management


Here you'll find a wealth of information in the form of newsletters articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Modern Family Asset Management is an independent financial advisor firm and our advisors are registered representatives with LPL Financial. Having over 60 years of combined experience of caring for our clients assets, we have come to an understanding of how to provide a rewarding relationship with a client. We make the following commitments to our clients:

  • Providing a welcoming enviroment where you feel comfortable to share goals and ideas
  • Communication in both good and bad times and celebrating major moments and milestones in your life
  • To treat you with respect you expect and deserve
  • To always make appropriate recommendations and decisions based on your needs
  • To provide customized investment strategies


Contact us today to schedule an appointment!