What are the opening hours?

Monday 9am - 7pm Tuesday 9am - 7pm Wednesday 9am - 7pm Thursday 9am - 7pm Friday 9am - 7pm Saturday 9am - 5pm

Modern Financial Group

Home
United States
Greenville, SC
Modern Financial Group

Call Directions Website Contact the business

MODERN Financial Group is your full-service comprehensive holistic financial powerhouse.

Our mission is to inform, educate and empower to MAKE MORE MONEY, KEEP MORE OF THE MONEY YOU MAKE, and DO MORE WITH THE MONEY YOU KEEP.

10/23/2026

October has a way of putting things into perspective. The final quarter of the year is here, and for many business owners, that brings a mix of energy and urgency. There is still time to finish strong, but the window is getting shorter.

This quote is a timely reminder that crossing the finish line is not about pushing harder for its own sake. It is about reconnecting with the reason you started in the first place. That clarity is often what separates a strong finish from a scattered one.

As you move through October, we would love to hear from you: What was the original reason you started your business or took on your biggest goal this year? Share it in the comments. Sometimes the best fuel for finishing strong is remembering where it all began.

10/22/2026

Estate planning is one of the most important steps you can take to protect the future you’re building, no matter your age or income. At Modern Financial Group™, we believe holistic financial planning includes understanding how your assets are managed, preserved, and passed on.

We put together a quick quiz to help you check your estate planning knowledge and pick up a few useful insights along the way. Give it a look and see how confident you feel.

If you’re unsure where to start or want help understanding how estate planning fits into your overall financial strategy, our team is here to guide you. Visit modernfg.com or connect with a financial advisor.

10/21/2026

Many families with significant assets feel confident they can simply pay for future care as it comes, but our team at Modern Financial Group™ knows long-term care planning goes far beyond writing a check. It’s about protecting your lifestyle, preserving your legacy, and keeping your overall financial strategy strong.

We take a holistic approach to financial planning, helping you make more, keep more, and do more with your money while ensuring long-term care fits into the bigger picture without wiping out your legacy.

If it has been a while since you reviewed this part of your financial plan, now is a great time to revisit it. Newer asset-based long term care strategies can cover the cost of care when needed, ensure you can have care right where it is best for you (even staying in your own home!) and ensure those assets go to your heirs tax-free if you don't need care. It's no longer "use it or lose it". A Care Concierge can be assigned to assist you and your family with all the matters related to preparing for care, making a claim, etc. Our financial strategits are here to help you make informed decisions that support your long-term goals. Visit https://bit.ly/MFG-LTC-survey to take the Long Term Care Survey and find out how much long term care could cost you.

10/19/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today at ModernFG.com or by calling/texting (864) 334-7273. We are here to help.

10/17/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime at (864) 334-7273, this season and every season.

10/16/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

10/13/2026

As we move through the second half of the year, it’s a great time to revisit the basics of holistic financial planning. With market shifts still catching the attention of many investors, our team at Modern Financial Group™ encourages a steady, long-term mindset that supports confidence, clarity, and peace of mind.

Here are a few simple ways to stay grounded in your strategy:
• Review your goals and update anything that has changed (your plan should adapt to your lifestyle)
• Look for opportunities to strengthen your money management habits, such as a Cash Flow Management structure
• Reassess saving, investing, lifestyle and retirement planning priorities

If you know someone who could use a quick financial reset, feel free to share this post.

And if you’re ready to connect with a financial positioning professional, we’re here to help you MAKE more, KEEP more, and DO more with your money, maximizing efficiency through positioning built around your lifestyle.
Visit ModernFG.com or call (864) 334-7273

10/12/2026

October 12th is Indigenous Peoples' Day, and our team at Modern Financial Group™ honors the histories, cultures, and ongoing contributions of Indigenous communities across North America.

As a holistic financial planning firm rooted in financial education, we believe this day invites all of us to reflect on the values of stewardship, community, and long-term thinking—principles that deeply align with our approach to wealth building and wealth preservation.

If you're looking to learn more, the Smithsonian's Native Knowledge 360° program offers resources created in partnership with Native communities: https://americanindian.si.edu/nk360

We invite our community to take a moment for reflection and learning today.

08/31/2026

Longer life expectancies are changing how many people think about retirement, and our team at Modern Financial Group™ is here to help you plan for the long run. With more years to prepare for, your income, savings, and overall money management strategy need to support a longer retirement timeline.

As a holistic financial planning firm we focus on helping you MAKE more, KEEP more, and DO more with your money, utilizing modern retirement strategies that fit your lifestyle goals.

If you want support reviewing your retirement plan or need guidance from a financial advisor, our team is here to help you take the next step.

08/19/2026

Building generational wealth does not happen all at once. It comes from intentional steps that support long-term financial stability for your family. If creating a meaningful legacy is one of your goals, our team at Modern Financial Group™ is here to help you understand where to start.

Generational wealth takes time, consistency, and holistic financial planning. Our advisors are here to guide you with strategies designed to help you make more, keep more, and grow your money. Reach out when you are ready to build a plan that fits your family’s future.

Address

104 South Main Street
Greenville, SC
29601

Opening Hours

Monday	9am - 7pm
Tuesday	9am - 7pm
Wednesday	9am - 7pm
Thursday	9am - 7pm
Friday	9am - 7pm
Saturday	9am - 5pm

Telephone

+18643347273

Website

http://modernfg.com/

Alerts

Be the first to know and let us send you an email when Modern Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Modern Financial Group:

Want your business to be the top-listed accountant in Greenville?