Modera Wealth Management Expands to Virginia
/PRNewswire/ -- Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in...
Source: prnewswire.com
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NJ Professional Appointed on Board of Multi-State Financial Planning Firm
/PRNewswire/ -- Modera Wealth Management LLC ("Modera") is proud to announce that it has named Kelly A. Henning, CFP®, MSFS to its Board of Managers. "Kelly...
Source: prnewswire.com
NJ Professional Appointed on Board of Multi-State Financial Planning Firm
/PRNewswire/ -- Modera Wealth Management LLC ("Modera") is proud to announce that it has named Kelly A. Henning, CFP®, MSFS to its Board of Managers. "Kelly...
Source: prnewswire.com
Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment
Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment News provided by Share this article Share this article WESTWOOD, N.J., Jan. 12, 2021 /PRNewswire/ -- Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020. The firm operates under the name of Modera Wealth Management, LLC, with combined regulatory assets under management of approximately $4.4 billion (as of 12/31/2019), over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Geo...
Source: prnewswire.com