Modern Wealth is a national wealth management firm founded in 2023, created through the acquisition of multiple advisory firms and backed by Crestview Partners. Its mission is to reinvent the delivery of financial advice by integrating services like financial planning, investment management, tax strategy, and estate planning into a cohesive client experience. The firm aims to build a national brand that provides comprehensive and personalized financial solutions, leveraging technology and a team-based approach to serve its clients' needs.

Founded in

United States