Modera Wealth Management, LLC

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Modera Wealth Management Acquires $467M Maryland RIA

6 days from now

14 hours ago · Modera Wealth Management, a registered investment advisor headquartered in Westwood, N.J., with $12.5 billion in assets under management, has acquired Bay Point …

wealthmanagement.com

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Modera Acquires Bay Point Wealth

6 days from now

Modera Wealth Management, LLC, a fee-only comprehensive financial planning firm with $12.5 billion in assets under management (AUM), has announced its acquisition of Bay Point …

401kspecialistmag.com

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Modera Hires Ex-Hightower Executive As Director Of Marketing

6 days from now

Nov 12, 2024 · Modera Wealth Management has brought ... Services with Acquisition of Bay Area CPA Firm. Nov 19, 2024. Robinhood to Acquire $40B AUA TradePMR. Nov 19, 2024. Former …

wealthmanagement.com

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Modera Wealth Management Acquires Bay Point Wealth

6 days from now

2 days ago · 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), has …

citybiz.co

FAQs about Modera Wealth Management, LLC Coupon?

Who is Modera Wealth Management?

Modera Wealth Management is a firm with roots tracing back to 1983. It was formed in 2011 through a merger between Back Bay Financial Group, Inc. and Modera Capital, Inc. The latter, Modera Capital, Inc., is now a financial holding company and owns the firm. ...

Why did Modera start?

We started this firm to help people like you. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Having a strong financial plan can add confidence, clarity, and simplicity to your life. ...

What makes Modera unique?

We foster a culture of excellence and encourage diverse perspectives. We started this firm to help people like you. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. ...

How much money does RMR Wealth Builders manage?

RMR Wealth Builders, one of the top financial advisors in New Jersey, manages more than $1.6 billion in assets under management (AUM). The firm employs various investment strategies to tailor financial portfolios, including asset allocation, dollar cost averaging, and long/short-term purchases. ...

Why should you choose Modera?

At Modera, we understand your dilemma. We know that with simplicity comes confidence, and that’s what you desire and deserve. We also know you want to be heard and have your questions answered clearly and concisely by professionals whose job it is to look out for your best interests. ...

Who is Valley Wealth Managers?

Valley Wealth Managers is a financial advisory firm founded in 1986. It is a wholly-owned subsidiary of Valley National Bank, which is publicly traded on the Nasdaq Global Select Market. Joseph Colleran serves as the President of the firm, and it manages over $2.2 billion in assets under management across 48 advisors. ...