Modern Wealth Management completed the acquisition of Petso Financial.

Modern Wealth Management, a registered investment advisory firm, completed the acquisition of Petso Financial, a financial advisory firm. Financial terms were not disclosed. “Expanding into the Pacific Northwest region represents a key step in our broader national strategy. By acquiring high-growth firms that share our commitment to delivering comprehensive financial advice, we continue strengthening our team’s ability to serve clients across the country. David, Jennifer [Stone] and the full team at Petso Financial have built an incredible business in Boise, with an exemplary approach to client service, culture and growth that is closely aligned with Modern Wealth,” Jason Gordo, Modern Wealth Co-founder and President.