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, a private equity-backed registered investment advisory launched last year by former United Capital executives, has acquired Knoxville, Tenn.-based C&J Wealth Advisors, ...

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 ...

Modern Wealth Management has made its fifth acquisition as the national RIA aggregator continues is rapid growth since launching earlier this year. The firm has added the tax strategy and preparation ...