Modern American Advisor
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Kathryn Ficarra, SVP, and Alex Sullivan, CEO

Est. 2026 · Executive Circle

Beyond the page.Into the room.

The Modern American Advisor Executive Circle is a curated community for financial advisors, wealth-management leaders and the people shaping the future of the industry.

Annual Membership · $999 per year

JoinInside the Magazine
Annual Membership$999/yr
Members and guests at a past Modern American Advisor private event in New York
Past member event · Tiffany & Co. Landmark, New York, 2026
Already happening

Private client experiences, in person.

In New York, members and their clients spent a private evening together at the Tiffany & Co. Landmark. It is the kind of gathering members tell us they value most: memorable time with clients, small dinners and relevant introductions.

  • — Private experiences to share with your clients
  • — Smaller lunches and dinners with like-minded advisors
  • — Introductions that are relevant to your business

Tiffany & Co. was the venue for a past event and is not a sponsor. Future events, cities and guest places depend on invitation and capacity.

Join today

Annual Membership

What you receive for $999.

Four strategic conversations a year.

Executive Circle members receive one complimentary strategic consultation each quarter through MAA's Build to a Billion strategic framework—bringing together the expertise required to build a stronger, more scalable and better-led advisory business. Conversations include:

  • Derrick KinneyAdvisor growth strategist and bestselling author

    Strengthen your message, attract ideal clients and turn your expertise into greater business growth.

  • Alynd FinancialAdvisor lead-generation specialists

    Explore innovations in lead generation, improve the economics of client acquisition and convert more qualified opportunities.

  • Ana MarquesFractional COO and RIA operations specialist

    Identify operational bottlenecks, improve team structure and prepare your firm for its next stage of growth.

  • Caroline HoltWomen in Finance lead and executive coach

    Address imposter thinking, build confidence and navigate career advancement and leadership challenges.

  • Kathryn FicarraExecutive presence and leadership advisor

    Strengthen executive presence, leadership communication and decision-making in high-stakes situations.

These are focused, practical conversations designed to help members address real business priorities—not generic coaching sessions.

FoundersCard

Access to FoundersCard perks and benefits valued at $595.

The Magazine

Four print editions of Modern American Advisor delivered throughout the year.

Member Experiences

Advance access to MAA salons, conversations and curated gatherings, subject to capacity.

MAA Gives Back

Participate in select charitable initiatives throughout the year as we partner with nonprofit organizations advancing financial opportunity and community impact.

Curated Introductions

Thoughtful connections across the MAA community when there is a relevant reason for members to know one another.

Opportunities to Contribute

Opportunities to share expertise and perspectives for consideration across MAA editorial conversations, podcasts and events.

Membership does not guarantee editorial coverage or participation.

$999 / year

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Preferred Partnership

FoundersCard included. Worth $595.

Your complimentary 12-month FoundersCard membership provides access to hundreds of travel, business, lifestyle and hospitality benefits across the year.

Curated Benefits

Southwest Airlines
Lounge Pass
Dell
Notion
Oura Ring
Equinox

Terms and availability subject to FoundersCard program details.

The Publication

Four print editions. One connected community.

Modern American Advisor brings together the advisors, executives, founders and innovators shaping the future of financial advice.

Every membership includes four print editions delivered throughout the year. The publication also creates the ideas, conversations and relationships that continue through the Executive Circle.

Modern American Advisor magazine collection on a Executive Circle table
The New Money Game — Modern American Advisor Issue 2

Explore

Members at a Modern American Advisor Executive Circle event

Experience

Who It Is For

Built for people who want to be part of the conversation.

The Executive Circle is designed for financial advisors, wealth managers, executives, founders and industry leaders who value thoughtful relationships and want a closer connection to the people and ideas shaping modern wealth management.

Membership may be especially relevant if you want to:

  • -Build meaningful relationships beyond transactional networking
  • -Join smaller conversations with respected industry peers
  • -Introduce clients or colleagues to distinctive MAA experiences when appropriate
  • -Contribute expertise and perspective to relevant industry conversations
  • -Stay connected to the publication, its contributors and the community around it

Membership is intentionally curated to maintain a relevant, trusted and valuable community.

Curated Connections

Not more contacts. The right relationships.

The value of the Executive Circle is not a directory or an open networking platform. MAA makes thoughtful introductions when there is a clear professional, geographic or shared-interest reason for two members to know one another.

Members may also request an introduction. Every connection remains subject to mutual interest and consent.

Annual Membership

$999 per year.

One annual membership covers the publication, the community and the experiences that grow from both.

Annual Membership
$999/ year
  • -$999 annually, including a 12-month FoundersCard membership valued at $595
  • -Four print editions of Modern American Advisor
  • -Access to member salons, subject to capacity
  • -Advance information about limited partner experiences
  • -Curated introductions based on relevance and mutual interest
  • -Opportunities to contribute to MAA conversations for consideration
Join

Annual membership is $999, billed yearly. Join today to activate your membership.

Firm Memberships

Want to sign up your firm?

We offer special membership pricing for firms and teams. Reach out to learn more about bringing your advisors into the Executive Circle.

Email membership@modernamericanadvisor.com

Questions

Frequently asked.

It is a curated community built around Modern American Advisor magazine, bringing together financial advisors, wealth-management leaders, executives and founders through the publication, member salons, curated introductions and partner experiences.

$999 annually, including a 12-month FoundersCard membership valued at $595, four print editions of Modern American Advisor, access to member salons subject to capacity, advance information about limited partner experiences, curated introductions, and opportunities to contribute to MAA conversations for consideration.

Financial advisors, wealth managers, executives, founders and industry leaders who value thoughtful relationships and want a closer connection to the people and ideas shaping modern wealth management.

Yes. Membership is $999 annually, including a 12-month FoundersCard membership valued at $595. Terms and availability are subject to FoundersCard program details.

No. Member salons are open to members subject to capacity, and partner experiences may have more limited attendance based on venue capacity, geography or partner requirements.

Member salons are created for the Executive Circle community, with registration available to members subject to capacity. Partner experiences are hosted with an outside partner and may require a separate invitation.

MAA makes introductions when there is a clear professional, geographic or shared-interest reason for two members to know one another. Members may also request an introduction. Every connection is subject to mutual interest and consent, and no specific number of introductions is promised.

No. Members may share expertise and perspectives for consideration across MAA editorial conversations, podcasts and events, but membership does not guarantee coverage or participation.

You join online by completing the form and continuing to secure payment. Any validated coupon and the annual renewal price are shown before payment. Once payment is confirmed, your annual membership is active and you will receive your welcome details by email.

You are charged $999 immediately when you complete checkout. Membership renews automatically each year unless cancelled.

Yes. Membership is $999 per year and renews annually. Members are notified in advance of any future change to the annual rate.

Yes. Firms and teams can email membership@modernamericanadvisor.com to discuss firm membership pricing.

Join The Executive Circle

Join the publication, the conversations it creates, and the community that grows from it.

Join

Annual Membership · $999 per year

  • Four print editions each year
  • Complimentary 12-month FoundersCard membership
  • Member salons, subject to capacity
  • Curated introductions and opportunities to contribute

Annual membership is $999, billed yearly. Join today to activate your membership.