![](\"https:\/\/mms.businesswire.com\/media\/20260603035654\/en\/2822509\/22\/MWM_-_Logo_-_Horizontal-01.jpg\"){kind=logo}
<\/a>![](\"https:\/\/mms.businesswire.com\/media\/20260603035654\/en\/2822509\/21\/MWM_-_Logo_-_Horizontal-01.jpg\"){kind=logo}
<\/a>\nLed by Shon Flaharty, CFP\u00ae, AIF\u00ae<\/b><\/a>, and Hunter Orr, CFA<\/b><\/a>, Flaharty brings an 18-person team, including nine advisors, to Modern Wealth. The firm serves clients from offices in Clearwater and Punta Gorda, Florida, and has built its business around comprehensive wealth management, high-touch client service and a deeply personalized advice model.<\/p> \nThe acquisition expands Modern Wealth\u2019s presence in Florida, a priority market for the firm as it continues building regional offices in key locations across the country. Following Modern Wealth\u2019s April acquisition of South Florida-based <\/b>Legacy Wealth Management<\/b><\/a>, the addition of Flaharty establishes a presence in the Greater Tampa Bay\/Clearwater market and strengthens the firm\u2019s growing Southeast footprint.<\/p> \n\u201cFor nearly two decades, we have focused on building a firm that cares deeply about the people we serve and the people we work alongside,\u201d said Flaharty<\/b>. \u201cAs our business has grown, we knew the next chapter required a partner that could help us preserve that culture while continuing to evolve. Modern Wealth understands what makes our firm different and shares our belief that great advice is about much more than investment management alone.\u201d<\/p> \nThe firm\u2019s service philosophy is rooted in Malama<\/i>, a Hawaiian word meaning \u201cto care for,\u201d which informs its personalized approach to helping families prioritize the financial decisions, risks and planning needs most important to them.<\/p> \n\u201cFlorida is an important growth market for Modern Wealth, but this acquisition is about much more than geography,\u201d said Jason Gordo<\/b><\/a>, president and co-founder of Modern Wealth. \u201cShon, Hunter and their team have built a remarkable business around care, trust and a highly human approach to advice. Their model aligns closely with where we believe the industry is headed, and we see a meaningful opportunity to bring elements of their client experience to advisors across our broader platform.\u201d<\/p> \nBy joining Modern Wealth, the Flaharty team will gain access to an integrated wealth management platform, backed by centralized support across marketing, technology, compliance, human resources, and operations, as well as premium in\u2011house capabilities in financial planning, investment management, tax planning and preparation, estate planning and retirement plan management. The team will also have access to Modern Wealth\u2019s Organic Growth Hub<\/b>, where dedicated teams source, qualify and nurture prospective clients before connecting them with advisers best positioned to serve them.<\/p> \n\u201cOur objective has always been to grow the right way, with the right clients and without losing the culture that got us here,\u201d said Orr<\/b>. \u201cModern Wealth gives us additional capacity to expand the work we believe matters most \u2014 helping each client build a financial blueprint that reflects their goals, risks, family dynamics and priorities.\u201d<\/p> \nFlaharty is Modern Wealth\u2019s 22nd acquisition to date and follows the recent addition of Brown and Company<\/b><\/a> in Colorado. Modern Wealth now manages more than $14 billion in assets across 20 offices nationwide.<\/p> \nFor more information about Modern Wealth and its comprehensive wealth management services, please visit modwm.com<\/b><\/a>.<\/p> \nAbout Modern Wealth Management<\/b><\/p> \nModern Wealth Management is a registered investment adviser (RIA) reimagining the delivery of financial advice. Co-Founded by former United Capital executives Gary Roth, Mike Capelle and Jason Gordo, 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, estate planning and more. Strategically acquiring high-growth RIAs across the country, Modern Wealth establishes regional offices in key locations spanning the United States. To learn more about Modern Wealth\u2019s next-generation platform and advice delivery model, please email info@modwm.com<\/a> or visit modwm.com<\/a>.<\/p> \nRegistration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Past performance is not necessarily indicative of future results.<\/p> \nMedia Contacts:<\/b> \nRoss Stevens\n