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Modern Wealth Management goes from zero to $1 5 billion with first deal

Modern Wealth Management has locked down its first deal with the acquisition of Barber Financial Group, with $1.5 billion in client assets.

Jason gordoGoldman sachsOsiwala financial groupBarber financial groupModern wealth managementModern wealthKansas based barber financial groupChief executive dean barberFinancial securityBarber financialUnited capital

RIA Aggregator Modern Wealth Makes First Acquisition

The firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.

Kansas cityUnited statesOsiwala financial groupBarber financial groupGoldman sachsUnited capitalModern wealth managementFinancial securityModern wealthCrestview partnersMetro kansas cityDean barber

Modern Wealth Management Buys $1 5B Barber Financial Group

New RIA from former Goldman Sachs and United Capital executives announces first acquisition, establishing anchor offices in the nation’s Midwest.

United statesKansas cityJason gordoMike capelleCo ceos gary rothKen osiwalaBarber financial groupTd ameritradeOsiwala financial groupModern wealth managementUnited capitalGary rothPresident jason gordoBarber financialDean barberPresident ken osiwala

Ex-Goldman and United execs launch Modern Wealth Management

The firm will compete against a growing group of rivals, but its founders expect to attract a billion-dollar advisory firm by the end of the year.

United statesCo ceos gary rothJason gordoMike capelleDan kilpatrickTom prescottJoe duranAdvisory services networkFidelis insurance holdingsAdvisory servicesVenerable holdingsGoldman sachsFormer united capitalGary rothPresident jason gordoWealth management

Advisory M&A | PLANADVISER

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.

United statesCity ofUnited kingdomBrian hershbergerPatrick goshtigianNoah kernerJeff lehmanAaron lehmanJason gordoLehman derafeloMichael baittingerPaul barbehennDan kilpatrickGary rothLouise hillMike capelle

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