Current & Connected
Current & Connected

Current 
& Connected

Recent Press

March 21, 2017 - Tobias Salinger / Financial-Planning.com

Modera principal and wealth manager, Adam Leone, shares his perspectives on 529 plans.

January 25, 2017 - Press Release / PR Newswire

Modera is pleased to announce that effective on January 1, 2017, Cambridge Wealth Counsel, an independent, fee-only advisory firm located in Atlanta, Georgia, joined forces with Modera to establish a wealth management firm with over $2 billion in assets under management as of January 1, 2017. 

January 10, 2017 - Press Release / PR Newswire

Modera Wealth Management, LLC was named a Best Place to Work in Money Management for 2016 by Pensions & Investments.  Modera is one of 50 national honorees in this category.