Modern Wealth Selects RISR as Partner

RISR is partnering with Modern Wealth Management, a registered investment advisory (RIA) firm. Modern Wealth’s network of advisors collectively oversees more than $8.5 billion in assets under management (AUM).

With this integration, Modern Wealth’s advisors will be able to consolidate business financials, tax returns, succession plans and liquidity goals into one platform.

“Modern Wealth has built one of the most progressive and advisor-centric platforms in the country, and we’re proud to support their vision,” said Jason Early, founder and chief executive officer of RISR. “Business owners need more than portfolio management—they need clarity around their personal and business finances, guidance on succession and tax strategy, and confidence in their long-term plan. This partnership brings all of that together.”

“As Modern Wealth scales nationally, it’s essential that we arm our advisors with the tools and technology they need to run their practice efficiently, stay focused on client service and continue growing,” said Jason Del Col, head of advisory services at Modern Wealth. “RISR’s platform fits perfectly within our integrated service model. It empowers our advisors to have smarter, more strategic conversations with business owners and ultimately helps them deliver more comprehensive advice.”