Modewealth is a Business Advisory Firm with the sole purpose of ensuring business owners have the tools and resources they need to grow their business. Business owners should do what they love without the fear of paying too much in taxes, falling out of compliance, or not having the ability to identify traps that could cost them money. Or even worse, their business.
Our expertise starts with our ability to identify areas of your business that present the most opportunity for cost savings, while also identifying areas that present the most potential future liability.
Let us help you create the future you’ve envisioned, by ensuring you maximize every available opportunity while avoiding the traps of an entrepreneurial ship without advisors.
Melvin R. Young
Plenty of partners will appear when you reach your financial goal. Even more, will be there when you reach their financial goal for you worthy of making their prospect list. My question is, How many of them were there with a strategy to ensure you got there in the first place? Helping you get there is what we do.
MELVIN YOUNG CTM
My career has been dedicated to helping financial professionals transform their businesses.
ED LYON CPA, JD
Tax Strategy Liason
Because I know that tax planning is not one size fits all, I am there to help even in the most complex situations.
I help make sure your business compliance and formalities are done right. No matter your entity type.
Investment Advisor Liason
As the founder of several financially holistic businesses, I help our clients secure what they have built and create wealth.
STEPHAN GOLDSMITH Accounting Manager
I help business owners realize savings that help them grow their business.
I ensure that everything runs as smoothly as is possible. Customer service excellence is the goal of our staff.
We make sure that compliance is the foundation of everything that Modewealth does.
TAX & PAYROLL Tax Team
We take care of your personal and business tax returns.
Senior Partner Advisor
I find it extremely important to take a holistic approach to my profession. With the right technology, advice, and client desire, any financial goal is reachable.
I help business owners create tax efficiency and tax-free retirement.
My business focuses strategically on mitigating risk for my clients. These risks include overpaying on taxes and not having a complete understanding of how cash flow decreases several risks that you would otherwise need to pay for.
I strategically focus on the Oregon Agricultural Markets. I have found that my clients are trusting people. I strive every day to be worthy of trust and dedicated to helping my clients.
In this day and age, the advice is given away sometimes with self-interest. In my firm, we look at the entire picture without bias and make a product-agnostic decision with you and what you care about in mind.