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Modera Wealth Management, LLC

Westwood, NJ
Website:
https://moderawealth.com/
155649
Westwood, NJ
Website:
https://moderawealth.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$12,532,440,000
Fee model
Fee Only Strict
Number of employees
200
Custodians

Fidelity

Schwab

National Advisors Trust Company

Description

Founded in 1983, Modera Wealth Management, LLC is an independent, fee-only registered investment adviser. Modera aims to make their client's life simpler, provide truth and transparency, utilize evidence-based investing, build a team around the client with diverse points of view, communicate clearly, and treat clients with care and respect.

Locations

139 South St Ste 204 New Providence NJ 7974
535 Boylston St Boston MA 2116
85 Peachtree Rd Asheville NC 28803
7601 Lewinsville Rd Ste 210 McLean VA 22102
7540 Windsor Dr Allentown PA 18195
6700 Fairview Rd Ste 360 Charlotte NC 28210
620 Lee Rd Ste 100 Wayne PA 19087
6101 Carnegie Blvd Ste 220 Charlotte NC 28209
600 Lee Rd Ste 100 Wayne PA 19087
6 Wall St Asheville NC 28801
56 Jefferson Ave Fl 2 Westwood NJ 7675
56 Jefferson Ave Westwood NJ 7675
5555 Glenridge Connector Ste 150 Atlanta GA 30342
535 Boylston St Ste 300 Boston MA 2116
221 W Main St Ste A Inverness FL 34450
22 Depot St Tryon NC 28782
19 W 44th St Ste 1100 New York NY 10036
140B SW Broad St Southern Pines NC 28387
100 N Cherry St Ste 505 Winston Salem NC 27101

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Retirement / Income Planning
Tax Preparation
Corporate Trustee Services

Recent News

Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth
Modera Wealth Management LLC Boosts Position in Meta Platforms, Inc.
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Match confidence
N/a
video Overview
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00:53
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Acquisitions

Number of Acqusitions
10+

Success

General Overview of Client Experience

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Match confidence
N/a
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Match confidence
N/a
video Overview
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
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Modera Wealth Management, LLC's Ideal Partner

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Fee Only Strict
Fidelity
Schwab
National Advisors Trust Company
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Financial Planning
Portfolio Management
Estate Planning
Retirement / Income Planning
Tax Preparation
Corporate Trustee Services