M&A Deal Summary

Modern Wealth Management Acquires Fiser Group

On December 10, 2024, Modern Wealth Management acquired financial services company Fiser Group

Acquisition Highlights
  • This is Modern Wealth Management’s 6th transaction in the Financial Services sector.
  • This is Modern Wealth Management’s 6th transaction in the United States.
  • This is Modern Wealth Management’s 2nd transaction in Kansas.

M&A Deal Summary
Date 2024-12-10
Target Fiser Group
Sector Financial Services
Buyer(s) Modern Wealth Management
Deal Type Add-on Acquisition

Target

Fiser Group

Lenexa, Kansas, United States
Fiser Group is a hybrid tax, accounting and wealth management firm providing comprehensive tax planning, preparation and financial planning services to families, individuals and businesses. Fiser Group was founded in 1993 and is based in Lenexa, Kansas.

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Buyer(S) 1

Buyer

Modern Wealth Management

Lanexa, Kansas, United States
Category Company
Founded 1996
Sector Financial Services
DESCRIPTION

Modern Wealth Management is a national registered investment advisory firm. Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Modern Wealth Management was founded in 1996 and is based in Lenexa, Kansas.

DEAL STATS #
Overall 6 of 6
Sector (Financial Services) 6 of 6
Type (Add-on Acquisition) 6 of 6
State (Kansas) 2 of 2
Country (United States) 6 of 6
Year (2024) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-24 Petso Financial Consultants

Boise, Idaho, United States

Petso Financial Consultants specializes in financial advising and wealth management, focusing on income planning for retirees and supporting foundations to meet their financial goals. Petso Financial Consultants is based in Boise, Idaho.

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