Modern Wealth Management Acquires Public Safety Financial/Galloway

September 4, 2025

Modern Wealth Management has acquired Mesa, Arizona-based Public Safety Financial/Galloway (PSF/Galloway), an RIA managing $1.1 billion in assets, and has launched a dedicated Public Safety Financial division to serve first responders and public safety families. The deal establishes Modern Wealth's first office in Arizona and expands its national footprint and advisor support through a new Phoenix Organic Growth Hub.

Targets
Public Safety Financial/Galloway
Platforms
Modern Wealth Management
Location
Arizona, United States
Transaction Type
Addon

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