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Exclusive Experiences
Private events, executive roundtables, leadership conversations, and curated networking opportunities.
By Invitation · Est. 2026
The Modern American AdvisorPrivate Members Club
A private community built for ambitious advisors, wealth managers, and industry leaders who understand that growth happens through relationships, access, and shared intelligence.
On Membership
There are publications.
There are professional networks.
And then there are the circles where opportunities emerge, partnerships begin, and influence is built.
The Modern American Advisor Private Members Club brings together forward-thinking professionals across wealth management for exclusive experiences, vetted resources, preferred partner benefits, and meaningful connections.
Built For Modern Advisors
- 01Advisor Professionals
- 02Registered Investment Advisors
- 03Wealth Management Leaders
- 04Industry Innovators
- 05Growth-Minded Firm Owners
Member firms & testimonials — coming soon
Why Join
Membership that creates real advantage.
Four pillars define the Club. Each is engineered to compound the value of the others — the meetings lead to partnerships, the partnerships unlock resources, the resources drive growth.
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Preferred Partner Benefits
Member-only pricing, credits, and negotiated offers from carefully selected business partners.
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Growth Resources
Access to education, research, tools, and expertise that help advisors operate and grow more effectively.
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Community Access
Relationships with peers, operators, founders, and industry leaders across the advisor ecosystem.
Member Benefits
Your membership includes.
Eight categories of curated benefits. Each is negotiated, vetted, and maintained by the Club on behalf of its members.
Negotiated access to leading CRM, planning, portfolio management, and client portal platforms — including pilot programs and exclusive integrations.
Curated research briefings, member-only data dashboards, and direct access to economists, strategists, and macro thinkers.
Brand studios, content production credits, PR introductions, and access to creative partners who understand the advisor space.
Executive coaching, leadership intensives, certification credits, and on-demand learning from operators who've built the industry.
Playbooks, M&A intelligence, talent pipelines, and capital introductions for advisors scaling their firms.
Vetted compliance specialists, risk frameworks, cyber resources, and regulatory briefings tailored to RIAs and wealth firms.
Concierge health programs, longevity clinics, executive physicals, and mental performance specialists.
Preferred rates and access at member hotels, private clubs, and venues — plus curated travel concierge services.
Founding Member
Become a founding member of the Club.
Founding Members receive preferred pricing, early access to events, priority registration, and the opportunity to help shape the future of the community.
Founding RateFirst 100 Only
$249/ year
$365/year regularSave $116
- —Full access to all eight benefit categories
- —Priority registration for private events
- —Locked-in founding pricing on renewal
- —Founding member designation
- —Direct input on Club programming
Only the first 100 members get the lower price · Secure checkout · Cancel anytime
Regular Membership
$365 / year
Curation
Membership is intentionally curated.
This is not a mass-market membership. The Private Members Club is designed to remain valuable, connected, and relevant. Membership may be limited based on category, geography, and community fit.
Category
Limited
Geography
Vetted
Fit
Considered
Questions
Frequently asked.
The Club is built for advisor professionals, RIAs, wealth management leaders, industry innovators, and growth-minded firm owners. We curate for ambition, integrity, and contribution — not assets under management.
Eight categories: advisor technology, research and market intelligence, marketing and branding, professional development, practice growth resources, compliance and risk support, executive wellness, and travel and hospitality.
We host a mix of private dinners, executive roundtables, leadership conversations, and curated experiences across major U.S. cities. Founding Members receive priority registration.
The Club identifies category-leading partners across each benefit pillar and negotiates member-only pricing, credits, and access. Every partner is vetted before inclusion.
Only the first 100 members get the founding rate of $249/year. After that, standard membership is $365/year. Founding members keep the lower rate for the lifetime of their continuous membership.
After joining you'll receive credentials to the member portal, where partner offers, event registration, research, and Club resources live in one place.
Join The Club
Access the relationships, resources, and opportunities that move careers forward.
Join the Private Members Club
$249/ year founding rate · $365 thereafter