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Modern Wealth Management Employee Directory

Financial ServicesKansas, United States201-500 Employees

Modern Wealth Management is a financial services firm based in Overland Park, Kansas. It provides an integrated wealth-management offering that coordinates a financial plan with support from investment, tax, insurance, and estate specialists under the oversight of a client’s advisor. The firm aims to relieve the financial stress and mental burden of managing complex financial decisions, whether done alone or with a disconnected team.

The company has actively expanded its footprint in 2026, adding offices in Florida and Colorado through acquisitions. This period of growth followed the acquisition of Legacy Wealth Management in South Florida and the inclusion of Brown and Company in Colorado, broadening its geographic reach.

Find Modern Wealth Management employees' phone numbers or email addresses

Modern Wealth Management Global Highlights

Location
Employees

North America
242

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  • United States Of America
    241
  • Panama
    1

Asia
9

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  • Iran
    5
  • Indonesia
    2
  • Brunei Darussalam
    1
  • Kuwait
    1

Europe
9

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  • United Kingdom Of Great Britain And Northern Ireland
    5
  • Germany
    1
  • Azerbaijan
    1
  • Albania
    1
  • Belarus
    1

Africa
2

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  • Ghana
    1
  • Nigeria
    1

Oceania
2

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  • Australia
    2

Modern Wealth Management's Leadership

  • Chief Marketing Officer at Modern Wealth Management
    A. B.
    Chief Marketing Officer
    Mobile Phone
  • Chief Operating Officer at Modern Wealth Management
    A. B.
    Chief Operating Officer
    Mobile Phone
  • President at Modern Wealth Management
    J. G.
    President
    Mobile Phone
  • President at Modern Wealth Management
    S. N.
    President
    Mobile Phone
  • Managing Partner at Modern Wealth Management
    A. G.
    Managing Partner
    Mobile Phone
  • Owner at Modern Wealth Management
    D. S.
    Owner
    Mobile Phone
  • Partner at Modern Wealth Management
    D. C.
    Partner
    Mobile Phone
  • Founding Partner at Modern Wealth Management
    S. J.
    Founding Partner
    Mobile Phone

Modern Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Human Resources
  • Support
  • Other
  • Consultant
  • Education

Contact profiles from Modern Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Marketing Officer at Modern Wealth Management
    A. B.
    Chief Marketing Officer
    Mobile Phone
    Oct 21, 2024
  • Managing Partner at Modern Wealth Management
    A. G.
    Managing Partner
    Mobile Phone
    Oct 21, 2024
  • Chief Operating Officer at Modern Wealth Management
    A. B.
    Chief Operating Officer
    Mobile Phone
    Oct 23, 2024
  • Owner at Modern Wealth Management
    D. S.
    Owner
    Mobile Phone
    Indonesia, West Java
    Oct 17, 2025
  • Partner at Modern Wealth Management
    D. C.
    Partner
    Mobile Phone
    Oct 21, 2024
  • President at Modern Wealth Management
    J. G.
    President
    Mobile Phone
    Jun 12, 2026
  • President at Modern Wealth Management
    S. N.
    President
    Mobile Phone
    Oct 16, 2024
  • Founding Partner at Modern Wealth Management
    S. J.
    Founding Partner
    Mobile Phone
    Oct 23, 2024
  • Regional Head Of Retirement Plans at Modern Wealth Management
    V. O.
    Regional Head Of Retirement Plans
    Mobile Phone
    Jun 29, 2026
  • Managing Director at Modern Wealth Management
    J. P.
    Managing Director
    Mobile Phone
    Apr 20, 2026

Frequently Asked Questions

What is Modern Wealth Management known for?

Minus sign iconPlus sign iconModern Wealth Management was founded in 1996 and operates in the Financial Services industry. You can contact Modern Wealth Management's main corporate office by phone at
+1-913-393-****
. Explore Modern Wealth Management's company overview page for more information.

What is Modern Wealth Management's most common email format?

Minus sign iconPlus sign iconModern Wealth Management employees' email format typically follows the pattern of First@barberfinancialgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Modern Wealth Management email formats with LeadIQ.

How many employees does Modern Wealth Management have currently?

Minus sign iconPlus sign iconModern Wealth Management has approximately 280 employees as of July 2026. These team members are located across 5 continents, including North America, Asia and Europe.

Who are Modern Wealth Management's key employees and leadership?

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As of July 2026, Modern Wealth Management's key employees include:

  • Chief Marketing Officer: A. B.
  • Chief Operating Officer: A. B.
  • President: J. G.
  • President: S. N.
  • Managing Partner: A. G.

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