PHILADELPHIA, PA — RISR has entered into a strategic partnership with Modern Wealth Management, a registered investment advisory firm whose advisors collectively oversee more than $8.5 billion in assets under management. The collaboration will integrate RISR’s advanced planning technology into Modern Wealth’s platform, equipping its network of advisors with tools to deliver deeper client engagement and more comprehensive financial solutions for business owners.
The integration will allow Modern Wealth advisors to consolidate key elements of business owner planning—including financials, tax returns, succession strategies, and liquidity objectives—into a single, actionable platform. This unified approach aims to streamline decision-making while surfacing both risks and opportunities in areas such as succession, tax strategy, and liquidity planning.
“Business owners need more than portfolio management—they need clarity around personal and business finances, succession, and tax planning,” said RISR founder and CEO Jason Early. “This partnership brings all of that together.”
For Modern Wealth, the move aligns with its broader strategy of providing its advisors with operational, compliance, marketing, and technology resources so they can focus on client service and business growth. “RISR’s platform empowers our advisors to have smarter, more strategic conversations with business owners,” said Jason Del Col, Modern Wealth’s head of advisory services.
Modern Wealth, launched in April 2023, has expanded rapidly through acquisitions and organic growth, offering integrated services such as financial planning, tax preparation, estate planning, and investment management. The RISR partnership further strengthens its capabilities to meet the specialized needs of business owner clients in a competitive advisory landscape.
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