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COLUMBIANA - Modern Wealth Management is launching its newly branded financial services firm. The firm is represented by Commonwealth who is its sponsored broker dealer.
Once a Prudential office, customers nationwide now have access to a multitude of additional products now offered at Modern Wealth Management in Columbiana.
"With the ability to be independent and have no corporate mandates on products, we can now offer solutions to our clients that we knew they needed but did not have the ability to use." said Andrew Good, managing partner at Modern Wealth Management.
Modern Wealth Management's goal is to continue to grow the Modern Wealth Management brand so that the firm is synonymous with top tier wealth management firms in the region focusing on outstanding client service.
"Partnering with Commonwealth as our broker dealer has been an amazing experience. The level of professionalism of everyone at Commonwealth, as well as the employee to advisor ratio made it an easy decision to choose to use them as our broker dealer," said Jason Young, managing partner at Modern Wealth Management.
"We are honored to welcome the dedicated professionals at Modern Wealth Management to our community of independent financial advisors committed to providing guidance and peace of mind to their clients," said Becca Hajjar, Commonwealth Managing Principle, chief business development officer. "By partnering with Commonwealth, Modern Wealth Management is demonstrating a commitment to maintaining their independence, allowing them to offer objective advice and do what's right for their clients."
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row." Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more by visiting www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018-2022 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.