At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.

Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

Banking

Finance

Investment Management

Modern Wealth Management

Modern Wealth Management's headquarters in Lenexa, United States

This department provides expert guidance and strategic advice to support decision-making and business development.

Advisory Services

The Leadership Team at Modern Wealth Management is responsible for setting the strategic direction, ensuring operational excellence, and driving the growth of the company. Comprised of top executives and managing directors, they collaborate to streamline processes, foster innovation, build strong client relationships, and navigate regulatory landscapes to deliver exceptional wealth management services. Their collective expertise guides the company in achieving its mission of providing clients with financial confidence, freedom, and more time to enjoy life.

Leadership Team

This department provides strategic direction and oversight for the organization, driving high-level decision-making and executive initiatives.

Executive Leadership

The Client Services Team at Modern Wealth Management is dedicated to ensuring a seamless experience for our clients by addressing their needs and inquiries with efficiency and expertise. This team manages client relationships, handles account maintenance, assists in financial planning processes, and provides ongoing support to ensure client satisfaction and peace of mind. Their work allows clients to focus on enjoying their lives, confident in the knowledge that their financial well-being is in capable hands.

Client Services Team

The Operations team at Modern Wealth Management is responsible for optimizing and streamlining processes to ensure efficient and effective delivery of our comprehensive financial services. This team handles everything from managing client onboarding and service workflows to overseeing internal systems and compliance. Their focus on operational excellence supports the company’s mission to provide clients with confidence, freedom, and time by ensuring a seamless and reliable financial management experience.

Operations

The Administrative Team at Modern Wealth Management plays a pivotal role in ensuring smooth and efficient operations across the company. They handle a variety of tasks including maintaining office organization, supporting tax and executive staff, managing client communications, and ensuring an exceptional initial client experience. Their work provides the backbone that allows the financial experts to focus on delivering top-notch wealth management services.

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People (10)

Jobs (0)

Other teams

Leadership Team

Executive Leadership

Client Services Team

Operations

Administrative Team

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People (10)

Jobs (0)

Other teams

Leadership Team

Executive Leadership

Client Services Team

Operations

Administrative Team

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