​Modern Dollar Planning is a fee-only fiduciary financial advisory firm based in St. Louis, Missouri, specializing in serving corporate executives and medical professionals across the United States. Founded in 2015, the firm offers personalized financial planning and investment management services through a transparent flat-fee model, ensuring clients receive unbiased advice aligned with their best interests.

Their comprehensive approach integrates investment advising, tax planning, cash flow management, retirement planning, and employee benefits consultation, aiming to provide clients with financial peace of mind and a clear path toward financial independence. Led by Mark Schweiss, a seasoned advisor holding CPA, CFP®, and CFA designations, Modern Dollar Planning emphasizes building lasting client relationships and delivering tailored strategies to help clients achieve their financial goals.