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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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United statesKen osiwalaMike capelleCeos gary rothJason gordoTanu happonenNeal falkenberryCharles schwabBarber financial groupOsiwala financial groupWealth management solutionsGoldman sachsModern wealth managementUnited capitalPhiladelphia based wealth management solutionsAutumn wind asset management

Modern Wealth Management Buys $1 5B Barber Financial Group

New RIA from former Goldman Sachs and United Capital executives announces first acquisition, establishing anchor offices in the nation’s Midwest.

United statesKansas cityJason gordoMike capelleCo ceos gary rothKen osiwalaBarber financial groupTd ameritradeOsiwala financial groupModern wealth managementUnited capitalGary rothPresident jason gordoBarber financialDean barberPresident ken osiwala