AS
Alex Sullivan
Founder & CEO
Modern American Advisor — Partner With Us
Partner With Modern American Advisor
“The GQ/Vogue of financial media.”
Build influence, authority and commercial opportunity across America's advisory community.
Modern American Advisor is a design-led media, intelligence and influence platform created for the people and businesses shaping the future of advice in America. We bring together premium editorial, primary-sourced audience intelligence, cinematic media, high-impact podcasting, newsletters, research, webinars, print, events and private-access experiences to help partners engage one of the most valuable professional audiences in U.S. financial services.
From The Founder
The next serious publishing venture for the U.S. advisory market.
Modern American Advisor was created by Alex Sullivan, a financial-media entrepreneur with more than two decades of experience building specialist publishing platforms for advisers, wealth managers, asset managers and investment professionals. Having launched and scaled influential titles including IFA Magazine and Wealth DFM, Alex created MAA to bring a more refined, intelligent and commercially useful media platform to the U.S. advisory market.
MAA is not a start-up content site selling advertising. It is a publishing platform built by people who have spent their careers earning the attention of advisers, and who understand what serious commercial partnership looks like in financial services.
Advertising Sales & Marketing
A commercial leader with a publishing pedigree.
Lisa Turner brings extensive experience in advertising sales and marketing to Modern American Advisor. With a BA in English/Journalism from Miami University (Ohio), she held corporate marketing roles before managing regional marketing for The Wall Street Journal and senior advertising positions at American Airlines Publishing.
lisa.turner@modernamericanadvisor.com
Why Now
The advisory industry is being remade — in real time.
RIAs are becoming more influential. Wealth managers are consolidating. Technology and AI are reshaping how firms operate. Succession and acquisition pressures are rising. Advisor recruitment is more competitive than ever. Women in finance, leadership, culture, client communication and talent are climbing the strategic agenda. Asset managers, platforms, technology firms and professional services businesses need more intelligent ways to reach advisors.
The old model of financial media is no longer enough. A banner, a solus email or a one-off webinar can still play a role, but serious market influence now requires a more connected approach across content, data, audience, voice, events and follow-up.
Modern American Advisor is built precisely for this new environment.
Why MAA Is Different
We begin with the commercial objective, not the media unit.
A firm launching an AI platform needs a different strategy from an ETF provider educating advisors. A recruitment campaign needs a different tone from a private dinner. A lead-generation programme needs different mechanics from a podcast sponsorship or editorial calendar alignment.
Advisors consume media across a multitude of platforms — website, newsletters, podcasts, print, digital magazine, video, webinars, social, events, bookazines, research experiences and private community. MAA carries a story across the right channels and turns attention into authority, insight, leads, relationships and commercial momentum.
Channel
Website
Channel
Newsletters
Channel
Print Magazine
Channel
Digital Magazine
Channel
Podcasts
Channel
Video
Channel
Webinars
Channel
Research
Channel
Events
Channel
Private Members Club
Audience Intelligence, Reach & Targeting
A more intelligent route into the U.S. advisory market.
A premium editorial platform combined with a proprietary audience intelligence layer — built around the firms, people and decision-makers shaping modern advice.
28,000+
RIA firms
360,000+
Registered reps & advisory professionals
4,000+
Broker-dealer firms
20,000+
Mapped wealth teams & team structures
3,500+
Family offices
600,000+
Verified wealth, advisory & family-office profile records
A deliberately conservative campaign planning universe — not a claimed subscriber list. MAA's intelligence layer supports segmentation, research, lead generation, editorial strategy and targeted activation across the advisory ecosystem.
Accounting & CPA Partnerships
The client does not separate tax from wealth. Neither should the market.
Modern American Advisor's Accounting Division connects firms serving the accounting profession with a targeted audience of 43,000 CPAs and accounting professionals—while also providing access to the RIA, wealth-management and advisory ecosystem around them.
This is a natural extension of MAA's core proposition. Affluent families, business owners and retirees do not experience tax, investment, retirement, estate, succession and family-wealth decisions in separate professional silos. CPAs and financial advisors bring different but complementary perspectives to the same financial life.
“The future of advice will not be built by one profession operating alone.”
43,000
Targeted CPA and accounting-professional campaign audience
79%+
MAA research found that high-value U.S. households consult both a CPA and a financial advisor before major investment decisions
One connected ecosystem
Tax, wealth, retirement, estate, business succession and family advice
Experience & Relationships
Built on Relationships. Proven Through Experience.
The team behind Modern American Advisor has spent more than two decades working alongside some of the most respected names in financial services.
Across publishing, media, events, research, marketing and commercial partnerships, we have worked with wealth managers, RIAs, asset managers, fintech firms, professional services businesses and industry associations throughout the UK and internationally.
Our experience spans hundreds of successful campaigns, strategic partnerships and industry initiatives designed to help organisations build visibility, credibility and growth.
20+
Years serving financial services
Hundreds
Of commercial campaigns delivered
Wealth · Asset · Fintech · Professional Services
Relationships across the industry
A Track Record Of Trusted Partnerships
IFA MagazineWealth DFMFundCalibreAdvizorProSchrodersBlackRockInvescoVanguardFidelityMorningstarAvivaQuilterBrewin DolphinSt. James's PlacePIMFACISI
Representative brands our team has worked with throughout their careers.
Logos displayed represent organisations that members of our team have worked with during their careers and do not imply current client, partnership or endorsement relationships.
Editorial Platform
A structured publishing environment — not filler built around advertisers.
MAA has a serious editorial architecture, with named section leads, contributors and thematic issues designed around the priorities of modern advisory firms.
- § Advisor Brief
- § Industry Leadership, M&A & Strategic Insight
- § WealthTech & AI
- § Women In Finance
- § Data, Research & Market Intelligence
- § Markets & Investment Strategy
- § Life & Style · Private Members Club
- § MAA Podcast · Growth & Performance
- § Compliance, Risk & Governance
- § Behavioral & Socioeconomic Insight
- § Restaurant Reviews
Contributors & Authority
The people behind the platform.
MAA is built around recognised voices in financial advice, growth, technology, leadership, research, compliance and culture.
KF
Kathryn Ficarra
SVP, Brand & Strategic Partnerships
LT
Lisa Turner
Advertising Sales & Marketing
KB
Ken Boyd, CPA
Editor-in-Chief
DK
Derrick Kinney
Podcast Host & Growth Performance Editor
JS
Joe Spiers
WealthTech & AI Editor
CH
Caroline Holt
Women in Finance Lead
MS
Michael Sani
Data, Research & Market Intelligence Editor
MJ
Michael Joseph, CFA
Markets & Investment Strategy Editor
DS
Dr Sarah McLaughlin
Behavioral & Socioeconomic Insights
JB
Justin Burse, J.D., LL.M.
Compliance, Risk & Governance
MW
Mike Walker
Strategic Partnerships Director
ND
Neil Dant
Strategic Partnerships Director
SC
Samantha Cook
Marketing Operations Manager
BO
Becky Oliver
Creative Design Lead
JG
Jamie Glasspool
Digital & Technology Lead
Headline Appointment
Derrick Kinney joins MAA as Podcast Host & Growth Performance Editor.
A former top-1% financial advisor, Wall Street Journal and USA Today bestselling author, keynote speaker and recognised authority on advisor growth, Derrick built, scaled and successfully exited one of America's premier advisory firms. His involvement gives the MAA podcast platform immediate authority with advisors who care about growth, client acquisition, communication and performance.
Thematic Editorial Calendar
Plan your year alongside ours.
MAA is planned like a serious premium magazine. Each issue is an opportunity to align sponsored editorial, research, webinars, podcast conversations, section sponsorship, print placements, email campaigns and private events.
June 2026
Women, Power, Influence & Leadership In Modern Finance
July 2026
The Advisor & Sport Issue — Performance, Teamwork, Discipline
August 2026
The Independent Advisor Issue — Freedom, Ownership, Boutique
September 2026
The WealthTech & AI Special Report — Future Proof
October 2026
Build To A Billion — Growth, Scale, Succession
November 2026
The Client Experience Issue — Trust, Culture, Behavior
December 2026
The Private Wealth & Lifestyle Issue — Legacy & Family
January 2027
Advisor Of The Year — Leadership & Excellence
February 2027
The Retirement & Longevity Issue
March 2027
The M&A & Succession Issue
April 2027
The Women In Finance Leadership Issue
May 2027
The Future Firm Issue
On The Cover
A premium publication. Built issue by issue.
Each cover is commissioned as a standalone editorial statement — a serious magazine for serious advisors. Partner placements live inside a publication people choose to read.
Issue 1 · March 2026
The Architecture Of Modern Advice
Issue 2 · June 2026
Torches Of Freedom — Women, Power & Influence
September 2026
The New Money Game — Athletes & Advisors
Inside The Magazine
Editorial spreads, designed like the titles partners actually want to be in.
A small selection of feature spreads from recent issues — long-form journalism, cinematic photography and considered typography across every section.
The Default Tax — Kathryn Ficarra
Build To A Billion · Leadership
The New Authority In Finance
Women In Finance · Cover Story
Empowering Women In Finance
Women In Finance · Feature
Why Elite Advisors Don't Get The Referrals They Should
Growth & Performance
AdvizorPro — Partner Feature
WealthTech & AI
The Compliance Doctor
Compliance, Risk & Governance
The Luxury Summer Issue
Life & Style
The Restaurant Review
Life & Style
MAA In The Field
Where the conversations happen.
From the Future Proof beach in Miami to private dinners in Manhattan — MAA is present where the most influential advisors, allocators and platform leaders meet.
Future Proof · Miami
Editorial meetings on the BreakThru floor.
Future Proof Citywide
Print magazine, in the hands of the audience that matters.
Partnership Solutions
A commercial menu — built for objectives, not slots.
Each solution sits within the wider MAA ecosystem, with its own dedicated page and partnership guide.
Solution
Editorial Platform, Calendar & Contributors
A serious publishing architecture with named section leads, contributor bios and thematic issues for the modern advisory firm.
Best for · Agencies, brand teams, editorial planners
Solution
WealthTech & AI Adoption
A structured adoption campaign that moves advisors from awareness to understanding, trust and action across the AI landscape.
Best for · AI, WealthTech and automation businesses
Solution
Podcast Sponsorship with Derrick Kinney
Season and episode sponsorship, host-read messages, branded series and full multi-channel amplification.
Best for · Trust-led brands and growth-focused partners
Solution
PlayVerto Advisor Intelligence
A gamified research engine that turns advisor engagement into market signal, leads and sales-enablement assets.
Best for · Lead generation, insight and product teams
Solution
Premium Webinars
One sponsor, one serious topic, one high-quality advisor audience. Editorial campaigns, not commodity slots.
Best for · Education-led campaigns and product launches
Solution
Executive Video & Thought Leadership Films
Cinematic filmed assets for senior leaders launching propositions, research, products and webinars.
Best for · Founders, CEOs and senior brand teams
Solution
Print & Digital Solutions
Premium print from $8,500 a full page, banner advertising at $175 CPM, plus email, sponsored content and executive video.
Best for · Advertisers, agencies and marketing directors
Solution
Accounting & CPA Media Partnerships
Targeted email, exclusive sponsored newsletters, webinars, executive interviews, quick-pulse research and lead-generation programs for firms serving America's accounting profession.
Best for · Accounting technology, AI, CAS, tax, audit, practice-management, education, recruitment and professional-services brands
Solution
Build To A Billion
MAA's flagship growth, scale, succession and enterprise value platform for ambitious advisory firms.
Best for · Acquirers, platforms, lenders and growth partners
Solution
Women In Finance
A serious leadership and commercial platform spanning research, events, employer brand and talent pipeline.
Best for · Firms investing in leadership, culture and talent
Solution
Private Members Club
Executive dinners, roundtables, boutique reports and AI-curated intelligence for the highest-AUM advisors.
Best for · Premium relationship-led partners
Solution
MAA Talent
Recruitment marketing, advisor attraction, employer brand, market mapping and succession intelligence.
Best for · Firms competing for senior advisor talent
Solution
Bespoke Publisher Campaigns
A tailored programme across editorial, video, research, podcasts, webinars, email, magazine, social and events.
Best for · Enterprise partners and lead agencies
“MAA gives partners a more intelligent route into the advisory market. The format depends on the objective. The purpose is constant — building trust, authority and opportunity with the people shaping the future of American advice.”
Partnership Guides
Choose the conversation that matches your objective.
MAA is a broad partnership platform, so each commercial opportunity has its own guide. Choose the area most relevant to your current objective — or speak to us about building a tailored programme across multiple channels.
PDF Guide
Editorial Calendar, Contributors & Section Guide
Agencies and clients assessing editorial quality and alignment.
PDF Guide
WealthTech & AI Adoption Prospectus
AI, WealthTech, automation, planning and CRM businesses.
PDF Guide
Podcast Sponsorship Guide
Trust-led brands and growth-focused partners.
PDF Guide
PlayVerto Advisor Intelligence Guide
Research, insight, lead generation and intelligence buyers.
PDF Guide
Premium Webinar Partnership Guide
Education-led campaigns and product launches.
PDF Guide
Executive Video & Thought Leadership Film Guide
Founders, CEOs and senior brand teams.
PDF Guide
Print & Digital Solutions 2026
Print rates, banner CPM, email, content and video — the complete commercial guide.
PDF Guide
Accounting & CPA Media Partnerships Guide
For accounting technology, AI, CAS, tax, audit, practice-management and professional-services businesses.
PDF Guide
Audience Intelligence & Targeting Guide
Marketers planning around RIA, wealth and family-office segments.
PDF Guide
Magazine & Print Presence Guide
Brands seeking prestige, permanence and luxury visual authority.
PDF Guide
Build To A Billion Sponsorship Guide
Acquirers, platforms, lenders, growth partners.
PDF Guide
Women In Finance Partnership Guide
Firms investing in leadership, culture and talent.
PDF Guide
Private Members Club Partnership Guide
Premium relationship-led partners.
PDF Guide
Special Features & Supplements Guide
Partners aligning with thematic moments and the AI Special Report.
PDF Guide
MAA Talent Partner Guide
Firms competing for senior advisor talent.
PDF Guide
Bespoke Publisher Campaigns Guide
Enterprise partners and lead agencies.
PDF Guide
Print & Digital Spec 2026
Artwork specifications, print sizes, digital ad formats and lead times for creative teams.
A More Intelligent Route To Market
The format depends on the objective. The purpose is constant.
Modern American Advisor gives partners a more intelligent way to reach the U.S. advisory market. We combine premium publishing, primary-sourced and proprietary audience data, expert contributors, cinematic media, research-led engagement, targeted distribution, private community and commercial campaign strategy to help serious firms become more visible, more credible and more influential.
For some partners, the answer is a webinar. For others, it is a research campaign, a podcast sponsorship, an executive video, a digital media programme, a print feature, a private dinner, a Women In Finance partnership, an AI adoption campaign, a Build To A Billion series or a full annual platform relationship.