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Modern Wealth acquires Barber Financial Group | Financial Planning

Published: May 3, 2023

The former United Capital and Goldman Sachs executives who founded the new RIA consolidator chose Kansas City as the location for their first anchor office.

Source: financial-planning.com

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Kansas CityUnited StatesJason GordoMike CapelleGary RothMarina ShtyrkovKen OsiwalaExchange CommissionOsiwala Financial GroupGoldman SachsBarber Financial GroupModern Wealth ManagementKansas Based Barber Financial GroupFinancial SecurityUnited CapitalDean BarberBud KasperGuided RetirementCerulli AssociateMutual SecuritiesModern Wealth PresidentIndustry NewsM Amp APrivate Equity