A curated membership for advisors, founders and industry leaders building the future of wealth management.
Relationships Matter
The best opportunities rarely come from a conference stage, a LinkedIn post or a marketing email. They come from conversations, introductions and trusted networks.
The Modern American Advisor Private Members Club was created to bring together advisors, founders, innovators and industry leaders who want to build those relationships intentionally.
Through private events, curated introductions, member benefits and exclusive experiences, the Club is designed to help members expand their network, raise their profile and connect with the people shaping the future of the profession.
This is a curated membership built around access, relationships and opportunity.
Who Is This For?
The Private Members Club is designed for advisors, firm owners, industry leaders and rising professionals who want to build meaningful relationships with other people shaping the future of wealth management.
Some members will lead established advisory businesses. Others will be building the next generation of firms, technologies and investment platforms.
What they have in common is a desire to stay connected to the people, ideas and opportunities that are moving the profession forward.
Membership is not based solely on title, assets under management or firm size. We are looking for people who contribute to the conversation, share ideas, build relationships and make things happen.
What Will Members Receive?
Members will receive invitations to a series of private dinners, roundtables and gatherings hosted in select cities throughout the year.
These events are designed to bring together advisors, firm owners, entrepreneurs, investors and industry leaders in environments that encourage genuine conversation and meaningful connections.
The focus is simple: fewer people, better conversations and stronger relationships.
Live Conversations and Special Events
Members will receive invitations to select live podcast recordings, fireside conversations and special events featuring respected leaders from wealth management, business, technology, leadership and entrepreneurship.
These conversations are designed to provide practical insight, fresh perspectives and opportunities for direct engagement.
Member Visibility and Recognition
The Club will create opportunities for members to share their ideas, experiences and expertise with the broader Modern American Advisor community.
Selected members may be featured in interviews, roundtables, podcasts, articles and special editorial projects.
Our goal is not simply to build a community for members, but to create a platform that helps members build their professional profile and influence.
Masterclasses and Private Conversations
Members will have access to a curated calendar of conversations with respected leaders from wealth management, business, technology, leadership and entrepreneurship.
These sessions will be practical, interactive and focused on real-world experience rather than generic presentations.
Modern American Advisor Magazine
Members will receive the premium print edition of Modern American Advisor delivered directly to them.
They will also receive priority access to special reports, selected editorial projects and future member-only content.
Founding Member Benefits
Founding Member Benefits
Founding members will receive priority access to new experiences, events, partnerships and opportunities as the Club continues to grow.
Membership also includes the premium print edition of Modern American Advisor delivered directly to members, along with 12 months of FoundersCard membership, providing access to a wide range of exclusive travel, lifestyle and business benefits.
Additional member benefits will be introduced throughout the year, including carefully selected professional resources, strategic partnerships and exclusive offers designed to support both business growth and personal development.
More Than a Membership
The Private Members Club sits at the center of the Modern American Advisor community, connecting members to the people, conversations and opportunities shaping the future of wealth management.
The goal is to create a place where meaningful relationships are formed, valuable ideas are exchanged and opportunities emerge naturally through trusted connections.
Members join because they want access to a stronger network.
They stay because of the relationships they build.
Why Join Now?
The wealth management industry is changing quickly.
New technologies are reshaping how advisors operate. Firms are consolidating. Ownership is changing hands. Client expectations continue to rise.
At the same time, relationships remain one of the most valuable assets an advisor can build.
The advisors who thrive over the next decade will not simply have access to more information. They will have access to better networks, stronger relationships and opportunities that others never see.
The Private Members Club was created to help make those connections possible.
Founding members will join at the beginning and help shape the direction of the community. They will have early access to events, partnerships, conversations and opportunities as the Club evolves.
Founding Membership
Annual Membership: $365
Founding Member Rate: $249, limited to 100
Founding members will receive priority access to events, experiences, editorial opportunities and future membership initiatives as the Club grows.
How to Apply
Membership applications are currently open.
To request additional information or apply for membership, please contact:
Kathryn.Ficarra@modernamericanadvisor.com
Subject: Private Members Club Application
Continue Reading
The Private Members Club reflects Modern American Advisor’s commitment to building meaningful connections across the wealth management profession. Explore the latest issue of Modern American Advisor for additional interviews, commentary and analysis featuring the advisors, founders and industry leaders shaping the future of wealth management.
