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Joshua Diekmann

Advisor at Modern Wealth Management, LLC

Updated today
Modern Wealth Management, LLC logo

Firm

Modern Wealth Management, LLC

Location

Lee Summit, MO 64063

Credentials

CFP®, Series 65

Industry experience

7 years

About

Joshua Diekmann is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2023. Prior to this, he spent five years with Barber Financial Group. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse range of clients, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Client services

Based on Modern Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Modern Wealth Management, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting

Occupation focus

Based on Modern Wealth Management, LLC

Founder/Business Owner Military & Veterans

Fee options

Fixed

Estate plan funding services fees range from $500 to $15,000; some planning services may be flat fees

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%

Other

Account minimum: $250,000 Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone plans; modular planning fees offered; tax planning fees negotiated separately; estate planning fees may be flat fees or hourly with third parties

Location

211 A Ne Executive Way

Lee Summit, MO 64063

Most active in

Kansas · Missouri

Work history

Modern Wealth Management

2023 - Present (3 years)

Barber Financial Group

2018 - 2023 (5 years)

UnEmployed

2018 - 2018 (1 year)

AMC Theaters

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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Mark N

Series 63, Series 65

Overland Park, KS

Nasche Asset Management LLC

Active portfolio management Options & derivatives strategies
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David W

CFP®

Overland Park, KS

Dynamic Wealth LLC

Cash flow / budgeting Executive Founder/Business Owner Mid-Career Professionals
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Holmes O

CFA®, Series 63, Series 65

Lee's Summit, MO

Osborne Global Investors, Inc.

Active portfolio management

Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Business ownership considerations Family Business Business succession planning Founder/Business Owner
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Jay H

Series 65

Prairie Village, KS

Financial Management Consultants LLC

Income planning General estate planning guidance Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP)
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