The Modcast is here to explore the journey of building and growing an RIA. What challenges do firms face, and how do they overcome them? Hosted by Jason Gordo and Gary Roth, co-founders of Modern Wealth Management, they’ll dive deep into what truly drives RIA growth and the reasons behind it.
New Episodes Every Other Tuesday
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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.
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.
Derek Bruton
Head of Mergers & Acquisitions
Casey Harrison
Manager Partnership Development & Onboarding
Jacqueline Ferdowsi
Vice President Partnership Development
Nicole Bittner
Head of Business Integration
Amy Vanderhoff
Partner Transition Coordinator
Elizabeth LaForte
Transition and Integration Manager
Melissa Topham
Training & Integration Manager
Joe Finn
Vice President Advisory Partnership Development
Stanley Lozinski
M&A Analyst
Davis Cronin
Business Development Associate
Connect with Casey
Let’s find out how we can grow together. Reach out to start a conversation today.
Casey Harrison
Manager, Partnership Development & Onboarding