Launched in 2023, Modern Wealth Management is a national registered investment advisory (RIA) firm built through the acquisition of successful wealth management practices. Backed by institutional capital, the company's mission is to create a collective of specialized advisors who provide integrated financial planning, investment management, tax services, and estate planning for individuals, families, and business owners. They aim to modernize the wealth management experience by combining a client-centric, team-based approach with advanced technology.

Founded in

United States