Neal Falkenberry
Managing Director at
Modern Wealth Management
Years of Experience
37 years
Number of Clients
75
Average Client Size
$3,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I am honest, sincere about solving the problems of financial goals interacting with financial markets, and I can successfully communicate ever-changing market and economic conditions in terms of why they matter to your plan.
Clientele
I work with high net worth families, many of whom are first generation wealth, to develop very specific objectives for how their wealth is to be managed and the amount of risks to which it should be subjected. These objectives widely range from conservative to aggressive, but are always tailored to the client and are integrated in with tax and estate planning strategies.
Services Provided
Investment Management
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations
Chartered Financial Analyst®
Click to learn more
Pricing Models
Education
University of Alabama at Birmingham
Finance
Obtained in 1987
University of Alabama at Birmingham
Statistics
Obtained in 1987
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
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