About Modern Wealth Management
Enjoy. Prepare. Connect.
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Lenexa, KS
- Founded
- 1996
- Company type
- Privately Held
We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.
Helping you live the life you envision by delivering a financial plan coordinated by your advisor, supported by investment, tax, insurance, and estate specialists.
Our goal is to help relieve financial stress and the mental burden of managing complex financial decisions alone, or with a disconnected team.
We connect planning services and specialists to help you enjoy today’s success, prepare for your long-term goals, and connect with your purpose.
Investment advisory services offered through Modern Wealth Management, LLC, a registered investment advisor.
Specialties
- Investments
- Tax Planning
- Estate Planning
- Retirement Planning
- Social Security
- Insurance
- IRAs
- 401k
- Tax Preparation
- Wills
- Trusts
- Life Insurance
- Long Term Care Insurance
- and Portfolio Management
Company locations
13550 W 95th St, Lenexa, KS 66215, US
1997 Annapolis Exchange Pkwy, Suite 300, Parole, Maryland 21401, US
30200 Telegraph Rd, Suite 210, Bingham Farms, Michigan 48025, US
1405 W Main St, Boise, Idaho 83702, US
27001 Agoura Rd, Suite 150, Calabasas, California 91302, US
2105 S Bascom Ave, Suite 110, Campbell, California 95008, US
1525 E Franklin St, 1st Floor, Suite 5B, Chapel Hill, North Carolina 27514, US
165 Pottstown Pike, Chester Springs, Pennsylvania 19425, US
291 E Shore Dr, Suite 120, Eagle, Idaho 83616, US
713 Campus Sq, El Segundo, California 90245, US
1250 S Pine Island Rd, Suite 350, Plantation, Florida 33324, US
706 Montana St, P.O. Box 309, Glidden, Iowa 51443, US
1201 NW Briarcliff Pkwy, Kansas City, Missouri 64116, US
9717 Cogdill Rd, Suite 202, Knoxville, Tennessee 37932, US
31601 S Coast Hwy, Suite 200B, Laguna Beach, California 92651, US
211a NW Executive Way, Lee's Summit, Missouri 64063, US
546 Hartnell St, Suite F, Monterey, California 93940, US
130 Meadow Lake Dr, Mooresville, Indiana 46158, US
10709 W 159th St, Orland Park, Illinois 60467, US
2078 Prospector Ave, Park City, Utah 84060, US
1138 N Alma School Rd, Suite 201, Mesa, Arizona 85201, US
11911 Freedom Dr, Suite 580, Reston, Virginia 20190, US
One Bausch & Lomb Place, Suite 900, Rochester, NewYork 14604, US
100 Harrow Ln, Saginaw, Michigan 48638, US
990 South Blvd E, Suite 100, Troy, Michigan 48307, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 7,578
- People linked to this company
- 273
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
Explore the company
Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.