Join Our Growing Partnership

Find out how we support our partners and grow together.

Why do our partners choose Modern Wealth?

Modern Wealth is redefining wealth management with cutting-edge resources for clients, advisors, and shareholders. As a partner, you keep your local culture and leadership while using our advanced systems to scale and grow. We help advisors focus on what they love—client relationships and new connections—in a dynamic environment. Partners also influence our direction, supported by specialists and a powerful suite of tools. Let’s grow together.

Firm Overview

Operational Uplift

Our Transition and Integration team will work closely with you and your staff to get you up and running on our platform from day one. This means you won’t have to handle compliance, accounting, technology, HR, or training on your own anymore.

Enhanced Client Offering

Modern Wealth Management’s Advantage Offerings give you access to a complete range of financial services, including planning, insurance, risk management, mortgages, and more. We are here to enhance your practice and client-offering with our in-house team of CPAs, CFP® Professionals, and CFAs.

Multi-Channel Growth

Our Marketing Team generates leads for the Organic Growth Hub to pre-qualify, scheduling them directly to your calendar. We invest heavily in diverse lead source channels and are committed to driving prospects to our partner offices.

Build Wealth

Partners share in Modern Wealth’s growth, aligning interests to build a great firm and boost our equity value.

Day One Partner Support

Our commitment to partners is to grow together. This means day one support in transitions, strategic planning

Fulfill Your Purpose

Transition team will ensure you’re operational on day one
Leave the minutia of running an RIA practice to us
Focus on enriching your clients’ and employee’s lives
Leverage our CPAs, CFAs, and CFP® Professionals to expand your client offering

Marketing & Strategic Growth

Participate in growth initiatives via our Organic Growth Hub
Access to Marketing support and demand generation
Training and career advancement opportunities

Technology

Industry-leading technology
Robust cybersecurity
Committed to finding innovative and modern solutions

Regulatory & Compliance

Centralized Chief Compliance Officer and processes, maintaining:
- Oversees partner offices
- Regulatory filings
- Removing the burden of compliance from your plate

Our Partnership Development Team

The Modern Wealth Management Partnership Development Team is here to introduce new partners to our firm. We want to learn about you and your business, explain our process and culture, and explore the advantages of partnering with us.

Learn How We Can Partner