Helping you plan a bright future!
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.
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.
Founded over a decade ago, Modern Oasis Planning seeks to disrupt outdated planning advice.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.
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.
212 West Gay Street, West Chester, Pennsylvania 19380, United States
PH. (484) 207-0457 F. (610) 910-3483
Open today | 10:00 am – 06:00 pm |
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.
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