10 Mystic Lane STE B, Malvern, PA, USA
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Helping you plan a bright future!
About Us
A Modern Perspective
The economy is changing. The circumstances that dictated common planning strategies may no longer exist. A more modern approach is needed in financial and investment planning . One that takes a panoramic view of your financial picture.
A Panoramic Approach
Modern Oasis Planning takes an all-inclusive look at your financial picture to ensure all your relevant pieces are focused and working together toward your goals. Through education and consultation, we empower you to make informed decisions about your financial future.
Unique Personalized Advice
Founded over a decade ago, Modern Oasis Planning seeks to disrupt outdated planning advice. We provide unbiased recommendations and impartial guidance that fits the unique circumstances of each of our clients.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Open today | 10:00 am – 06:00 pm |
Disclaimer
Davita Pray is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Modern Oasis Planning LLC is not affiliated with USA Financial Securities.
Davita Pray is authorized to transact securities related business and investment advisory services only in states where she is properly registered. For investment products and services these states include: PA. For investment advisory services theses states include: PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.