Modern Wealth Management, a registered investment advisory firm founded earlier this year by former United Capital and Goldman Sachs executives with $200 million in private equity funding, announced ...

Modern Wealth Management provides holistic wealth management, with access to a team of specialists that cover every aspect of financial planning. Many or all of the products on this page are from ...

Modern Wealth Management, a registered investment advisory firm founded earlier this year by former United Capital executives with backing from Crestview Partners, announced its fifth acquisition on ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial ...

Three weeks after launching as a new aggregator in the RIA space, Modern Wealth Management has locked down its first deal with the acquisition of Barber Financial Group, a collection of three advisory ...