Business Wire

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial ...
Financial Planning

Modern Wealth's first deal brings billion-dollar firm with radio show

From left to right, financial advisors Dean Barber and Bud Kasper of Barber Financial Group have hosted a radio program in Kansas City called "America's Wealth Management Show" since 2003. Modern ...
Financial Advisor

Modern Wealth Management Buys $1.5B AUM Barber Financial Group

Modern Wealth Management, founded less than three weeks ago, announced today that it has acquired Barber Financial Group, a $1.5 billion AUM registered investment advisor with offices in Detroit and ...
The Business Journals

Barber Financial sells to new national firm, will become hub for national expansion

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A new registered investment ...
InvestmentNews

Modern Wealth Management goes from zero to $1.5 billion with first deal

Three weeks after launching as a new aggregator in the RIA space, Modern Wealth Management has locked down its first deal with the acquisition of Barber Financial Group, a collection of three advisory ...
The Business Journals

PE-backed Lenexa platform company Modern Wealth Management makes another acquisition

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min After buying Barber Financial ...