Modern Wealth Management, a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, has announced an asset purchase agreement with Clearwater, Fla.-based Flaharty Asset Management, a holistic wealth management firm overseeing approximately $1.1 billion across advisory and brokerage assets.
Led by Shon Flaharty and Hunter Orr, Flaharty brings an 18-person team, including nine advisers, to Modern Wealth. The firm serves clients from offices in Clearwater and Punta Gorda, Fla., and has built its business around comprehensive wealth management, high-touch client service and a deeply personalized advice model.
The acquisition expands Modern Wealth’s presence in Florida, a priority market for the firm as it continues building regional offices in key locations across the country. Following Modern Wealth’s April acquisition of South Florida-based Legacy Wealth Management, the addition of Flaharty
