WESTWOOD, N.J., Nov. 21, 2024 /PRNewswire/ -- Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm with $12.5 billion in assets under management (AUM, as of 9/30/24 ...

The firm’s diversity, equity and inclusion committee initiates an annual training with an outside company on such topics as allyship and unconscious bias; the committee leads quarterly virtual trivia ...

Modera Wealth Management, a fee-only registered investment advisor headquartered in Westwood, N.J., has acquired Parsec Financial, a fee-only RIA based in Asheville, N.C. Parsec adds about $3.8 ...

Modera Wealth Management, a fee-only registered investment advisor headquartered in Westwood, N.J., has hired Kirsten Ly as its director of marketing. Ly joins from Hightower, where she served as ...

Modera Wealth Management, which has $15 billion in assets under management, has acquired Ferrentino & Associates, an Oradell, N.J., accounting firm that specializes in tax planning, preparation and ...

Modera will remain independently managed and majority employee-owned. All of Parsec’s employees have joined Modera, and 24 of those employees have become Modera owners. “Our two firms have succeeded ...

WESTWOOD, N.J., Nov. 21, 2022 /PRNewswire/ -- Modera Wealth Management, LLC, a fee-only comprehensive financial planning firm, is pleased to announce the addition of Jennifer Murray, founder of ...

Modera Wealth Management LLC, a fee-only wealth management firm based in Westwood, N.J., has merged with Cambridge Wealth Counsel of Atlanta to create a $2 billion firm, Modera announced Wednesday.

New Jersey-based accounting practice joins the $15 billion wealth management firm to provide enhanced tax services for clients Ferrentino has built a reputation for a client-first approach, financial ...

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