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Modern Money Wealth AdvisorsFinancial advisor in Centerville, OH

Modern Money Wealth Advisors is a financial advisor at 6728 Loop Rd Ste 103, Centerville, OH 45459, ranked #12 of 147 financial advisors in Centerville and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Centerville, OHUpdated 0 paid placements in any rankingHow we rank

Call (937) 999-6400Website ↗

Key facts

Key facts about Modern Money Wealth Advisors
Address6728 Loop Rd Ste 103, Centerville, OH 45459Get directions
Phone(937) 999-6400
Websitemodernmoneywealthadvisors.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Centerville and 11 towns within 25 miles: Kettering, West Carrollton City, Beavercreek, Miamisburg, Springboro, Dayton, Riverside, Franklin, Xenia, Shiloh and Trotwood.

Based in Centerville, OHView on map

Opening hours

Opening hours for Modern Money Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Modern Money Wealth Advisors

How is Modern Money Wealth Advisors ranked in Centerville?

Modern Money Wealth Advisors is ranked #12 of 147 financial advisors in Centerville by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Modern Money Wealth Advisors’ hours?

Modern Money Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Modern Money Wealth Advisors serve?

Serves Centerville and 11 towns within 25 miles: Kettering, West Carrollton City, Beavercreek, Miamisburg, Springboro, Dayton, Riverside, Franklin, Xenia, Shiloh and Trotwood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Modern Money Wealth Advisors?

Modern Money Wealth Advisors has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Modern Money Wealth Advisors?

Call Modern Money Wealth Advisors on (937) 999-6400. The business is at 6728 Loop Rd Ste 103, Centerville, OH 45459. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Modern Money Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Modern Money Wealth Advisors (this business)—675.0 (6)NoNo
First Command Financial Advisor - Woody Tegtmeier#10675.0 (25)NoNo9.4 mi
Christopher A Wysong - Financial Advisor, Ameriprise Financial Services, LLC#11675.0 (6)NoNo1.4 mi
Wealth Accel#13675.0 (6)NoNo2.4 mi

See all 147 ranked financial advisors in Centerville