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Modern Wealth Adds $570M AUM With Latest Two Deals

Modern Wealth Adds $570M AUM With Latest Two Deals
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Modern Wealth Management acquires father-son business in fifth deal

The deal adds tax strategy and preparation team to the national RIA firm.

United statesMartin jameKyle jamesGary rothMartin jamesPartnership developmentBarber financial groupOsiwala financial groupGoldman sachsModern wealth managementMartin james investmentTax managementModern wealthMidwest financialFinancial securityUnited capital

Modern Wealth Management Adds Tax Expertise

The RIA firm acquires an Indiana-based team of 10, including 3 CPAs, and around $100M in managed assets.

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Modern Wealth Management Acquires Martin James Investment & Tax Management

Modern Wealth Management Acquires Martin James Investment & Tax Management
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United statesJason gordoMartin jamesMike capelleKyle jamesGary rothMartin jameBarber financial groupExchange commissionPartnership developmentOsiwala financial groupWealth managementMartin james investmentTax managementModern wealthMidwest financial

Modern Wealth Management Acquires Martin James Investment & Tax Management

Modern Wealth Management Acquires Martin James Investment & Tax Management
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