Freedom. Independence. Prosperity.
Clearing obstacles in the way of your success
We give you the platform for success. We empower you to invest in your staff and grow your book. We achieve this by dramatically reducing fees that stress your bottom line while providing the resources you need to create a better experience for both you and your client.
When it comes to compliance, Modern Wealth creates efficiencies where others create roadblocks. We invest in you so that you can invest in providing successful client outcomes.
Advisor Services Offered
Open Architecture
To promote an agile investing environment
True Independence
You own your book of business
Competitive Compensation
Passed on to your business from our negotiations
Advisor-Centric Compliance
We market your business with efficiency
Marketing, Education & Succession
Set your clients and your business up for success
