Modera Wealth Management is a fee-only financial planning firm offering comprehensive wealth management services, including retirement and estate planning, income tax planning, and risk analysis. The firm caters to individuals, families, retirement plan sponsors, and non-profit institutions, emphasizing personalized, fiduciary care and independent advice. Founded in 1983, Modera operates across multiple states with a team of certified professionals managing over $6.95 billion in assets as of 2021.
Recent Transactions involving Modera Wealth Management
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Modera Wealth Management Expands to Virginia |
Bernhardt Wealth Management |
Modera Wealth Management |
Wealth Management |
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