Modern Wealth Marks Second Year in Business With 16th Acquisition, Establishes Presence in Chicago

Modern Wealth Management celebrates its second year in business with the acquisition of Chicago-based OFM Wealth, growing its assets under management to over $7.5 billion. This marks the firm’s 16th acquisition since its launch in April 2023, establishing a presence in Chicago and strengthening its national footprint. OFM Wealth joins Modern Wealth with a team of six professionals, bringing decades of experience in delivering comprehensive wealth management services to multigenerational families, business owners, retirees, and more.