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FinancialContent

Articles published by Modern Wealth Management

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Modern Wealth Deepens California Presence With $330 Million 4thGEN Acquisition
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Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation
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Modern Wealth Grows Florida Footprint With Addition of $710 Million Jacksonville Team
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Modern Wealth Management Expands Florida Footprint with Acquisition of $1.1B Flaharty Asset Management
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Modern Wealth Management Acquires Brown and Company, Establishing Presence in Colorado
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Modern Wealth Enters Florida Market With 20th Acquisition to Date
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Modern Wealth Expands New York Presence With $300 Million Team
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Modern Wealth Management Appoints Derek Bruton as Head of M&A
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Modern Wealth Acquires PSF/Galloway to Establish Public Safety Financial Division, Surpassing $10 Billion in AUM
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Modern Wealth Acquires Kaye Capital Management, Surpasses $8.5 Billion in AUM
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Modern Wealth Marks Second Year in Business With 16th Acquisition, Establishes Presence in Chicago
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Modern Wealth Adds $1 Billion in AUM With Two New California Acquisitions
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Modern Wealth Adds $500 Million in AUM With Acquisitions of Fiser Group, Gardey Financial Advisors and LFM Wealth Management
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Modern Wealth Management Acquires $1.4 Billion RIA Petso Financial, Surpasses $6 Billion in AUM
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Modern Wealth Management Acquires C&J Wealth Advisors, Surpasses $4 Billion in AUM
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Modern Wealth Marks First Year in Business, Expands into the Washington, D.C. and Philadelphia Metro Areas
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Modern Wealth Management Appoints Jason Del Col as Head of Advisory Services
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Modern Wealth Management Acquires $1.2 Billion Beltz Ianni & Associates, Launches Retirement Plan Advisory Business
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Modern Wealth Management Appoints J.P. Rankin as Chief Compliance & Legal Officer
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Modern Wealth Management Acquires Martin James Investment & Tax Management
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Modern Wealth Management Announces Acquisition of Midwest Financial
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Modern Wealth Management Appoints Shad Besikof, Danny Henneghan, Casey Harrison to Partnership Development Team
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Modern Wealth Management Appoints Stephen Tuckwood as Director of Investments, Nicole Bittner as Head of Growth Operations
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Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
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United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
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