Kyle Akers
Financial Advisor at
Modern Wealth Management
Years of Experience
15 years
Number of Clients
150
Average Client Size
$850,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I focus on aligning financial strategies with clients' life values, ensuring they feel supported in both their financial and personal journeys.
Clientele
Our team enjoys working with families who value a holistic, personalized approach to their financial well-being. We work best with individuals and families who are committed to building long-term financial security, with a focus on aligning their financial goals with their broader life values. Ideal clients are proactive and open to guidance.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations
Accredited Investment Fiduciary®
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Certified Financial Planner™
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Series 7 - General Securities Representative Exam
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Pricing Models
Education
Cornerstone University
Finance
Obtained in 2009
Advisor Links
Disclosures and Proof of License
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Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
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