Crestview Partners-backed Modern Wealth to acquire OFM Wealth.

Crestview Partners-backed Modern Wealth, a financial services firm, agreed to acquire OFM Wealth, a independent wealth management firm. Financial terms were not disclosed. “Our acquisition strategy has been intentional and focused since day one; we’ve prioritized firms that align with our culture, fit with our business model and have a clear ambition to grow – qualities we immediately recognized in the team at OFM Wealth. Establishing a presence in Chicago gives us a foothold in all major regions of the country. Bringing OFM Wealth into the Modern Wealth family accelerates our growth and further cements our nationwide presence,” Jason Gordo, Modern Wealth Co-Founder and President.