Modern Wealth Management Acquires Fiser Group; To Acquire Gardey Financial Advisors and LFM Wealth Management
December 10, 2024
Modern Wealth Management has acquired Lenexa, Kansas-based Fiser Group and announced plans to complete asset purchases of Saginaw, Michigan-based Gardey Financial Advisors and Chapel Hill, North Carolina-based LFM Wealth Management, adding over $500 million in expected AUM. The transactions (asset purchases) bring small advisory teams into Modern Wealth's platform—enhancing its tax capabilities, expanding its Midwest and Southern footprints, and growing the firm's office network and client-facing resources.
- Buyers
- Modern Wealth Management
- Targets
- Fiser Group, Gardey Financial Advisors, LFM Wealth Management
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Addon
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