Modera Wealth Management Completes Acquisition of Northstar Financial Planners
June 18, 2026
Modera Wealth Management completed a transaction with Northstar Financial Planners, adding $311.6 million in assets under management and expanding Modera’s footprint in Florida. The deal brings Northstar’s team into Modera’s national wealth management platform, with Northstar founder Allen Giese joining Modera as a wealth manager and principal.
- Buyers
- Modera Wealth Management
- Targets
- Northstar Financial Planners
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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