Modern Wealth Management

About Modern Wealth Management

Modern Wealth Management is a financial advisory firm focused on helping clients enjoy life today while preparing for tomorrow. They aim to connect clients with their personal goals and causes through comprehensive financial planning and specialized services.

Products & Services

Financial Planning:Tailored financial plans for individuals and families covering investments, taxes, estate plans, and insurance, supported by a team of specialists.

Public Safety Financial:Specialized financial planning for first responders, government employees, and military personnel, including retirement planning and benefits.

Company Retirement Plans:Third-party administration and advisory services for retirement plans, focusing on compliance, investment oversight, and employee education.

Investments:Asset management services as part of comprehensive financial planning.

Taxes:Tax planning and management services integrated into financial plans.

Estate Planning:Services to help clients plan and manage their estates effectively.

Insurance:Risk management solutions through insurance planning.

Partnership:Support for advisors and partners with tools and resources to scale operations while maintaining local leadership.

Specialties

Financial Planning Tax Planning Insurance Planning Estate Planning Investment Management Retirement Planning Public Safety Financial Services

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Equity Financing T: - FT: Equity Financing	A: 200000000 MR: - FA: $200 Million FAN: 200000000	D: 2023-04-05 FD: 2023-04-05	1 investors

Equity Financing Latest

2023-04-05

$200.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

A

Alex Acosta

Marketing Video/Audio Producer

J

Jackson Aherron

Tax Associate

K

Kyle Akers

Senior Advisor

S

Sandra Alexander

Operations Associate

J

Jordan Andrews

Financial Advisor

J

Julia Apodaca

Relationship Manager

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