Press Release April 11, 2023

Modern Wealth Management Launches with Equity Financing from Crestview Partners

Alston & Bird represented Modern Wealth Management, a national registered investment advisory (RIA) firm, in its launch with an investment of $200 million from funds managed by Crestview Partners.

Modern Wealth Management aims to acquire select RIAs as anchor offices in strategic locations across the United States to build out an integrated financial services enterprise.  

Representing Modern Wealth Management was an Alston & Bird team lead by partners Chris Frieden, Ian Calhoun and associates Jack Stephens and Nathan Tyre (Financial Services & Products); partner Brett Coburn (Labor & Employment); partner Brian Harvel (Federal & International Tax); and partner Jordan Myers and senior associate Brendan Gibson (Finance).

Media Contact
Alex Wolfe
Communications Director

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