Broker Check
Homi Modi

Homi Modi

Partner, Financial Advisor

Homi brings a wealth of knowledge to the firm with over 30 years of experience in the financial services industry. He has held positions in agency management, marketing, sales, as well as training and advisor development.  

Homi, who is originally from the Gujarat State, India, joined the firm in 1999. In his practice, he works primarily with business owners and professionals, facilitating the development of Business Continuation Strategies, Investment and Wealth Accumulation, and Estate Planning.  

Homi states, “The focus of my practice is to help individuals protect the investments they have made in their businesses and careers, and to create strategies that help them accomplish their long term financial goals.”  

Homi holds the Series 6 and 7 registrations and is Virginia Life/Health/Annuity insurance licensed. 

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