Modern Wealth Management is a national registered investment advisory (RIA) firm founded in 2023 with strategic backing from Crestview Partners. The company's mission is to build a leading, integrated wealth management firm by acquiring and partnering with established advisory practices across the country. Modern Wealth Management provides comprehensive financial planning, investment management, retirement planning, and tax services, aiming to deliver a modern, technology-enabled client experience while preserving the personalized service of its acquired partner firms.

Founded in

United States