California Wealth Management Firm Acquires Lenexa-based Fiser Group

Posted December 12, 2024

The Monterey, California-based Modern Wealth Management has made its next acquisition with the addition of Lenexa-based Fiser Group.

In addition to acquiring Fiser Group, an accounting and wealth management firm, Modern Wealth Management also announced that it would finalize the acquisitions of Saginaw, Michigan-based Gardey Financial Advisors and Chapel Hill, North Carolina-based LFM Wealth Management before the end of the year.

These acquisitions amount to a combined $500m in client assets. Modern Wealth Management was first established in April 2023. Since then, the firm has made a total of 13 acquisitions.

Through the Fiser Group, Modern Wealth Management hopes to bolster its tax management business by integrating a team of nine tax and financial professionals. Led by Nathan Fiser and Thomas Thornhill, the Fiser Group’s team will be integrated into Modern Wealth Management’s existing Lenexa office located at 13550 W 95th St.

“These three acquisitions all represent a unique aspect of Modern Wealth’s growth trajectory,” said Jason Gordo, Co-founder and President of Modern Wealth. “With Fiser Group, we enhance our tax expertise in an industry where top tax talent is waning.”

Following the three deals, Modern Wealth Management operates 16 offices across 12 states with nearly 150 employees including 35 tax team members.