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Tanu Happonen | Financial Advisor

Profile img for Tanu Happonen, financial advisor at Modern Wealth Management
Exton, PA
Tanu Happonen
Financial Advisor
Managing Director at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Throughout my career as a financial planner, I’ve had the privilege of building meaningful relationships with clients from all walks of life. My passion lies in truly understanding their unique challenges and goals, then crafting personalized strategies to help them achieve financial confidence. Before joining Modern Wealth Management, I was the Founder and President of Wealth Management Solutions, which successfully merged with MWM in May 2024. My career began in 2001 as a fund analyst, followed by nearly a decade in broadband engineering. Since returning to the financial industry, I’ve been dedicated to developing tailored financial plans that empower individuals and families. Originally from Finland and Germany, I’ve called the greater Philadelphia area home for over 25 years. My wife and I are blessed with three wonderful children who keep us busy with their sports schedules. Outside of work, I enjoy traveling with my family and spending time outdoors, especially hunting and fishing.
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Specialties and Expertise

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Alternative Investments
College Planning
High Net Worth Planning
Portfolio Construction
Real Estate Investments
Retirement Income
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies

Clientele

8
Business Owners
Divorcees
Doctors
High Net Worth Individuals
Inheritors
Retirees
Surviving Spouses
Wealthy Families

Credentials and Designations

3
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Accredited Investment Fiduciary®

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Chartered Financial Consultant®

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Certified Financial Planner™

Education

1
Temple UniversityEconomics & International BusinessYear Obtained: 2001

Job History

2
Modern Wealth ManagementManaging Director & Executive Advisor2024-Present
Wealth Management Solutions, LLCPresident2015-2024
Quick Facts About Tanu
Years of Experience:17 yearsMember since:2025Average Account Size:$1,110,000Number of clients:212

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

AUM

Proof of License

SEC Profile
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Exton, PA
Tanu Happonen
Financial Advisor
Managing Director at
Modern Wealth Management
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Profile last updated: 02-13-2025