January 23, 2019, 11:53 AM

Modera Wealth Management, LLC Named A Best Place To Work In Money Management By Pensions & Investments Magazine

By Modera Wealth Management
Modera employees during the firms previous three-day retreat

Modera Wealth Management, LLC was named a Best Place to Work in Money Management for 2018 by Pensions & Investments.  Modera is one of 69 national honorees in this category.  Modera won this award in 2012, 2016 and 2017 as well.   

Modera Wealth Management, LLC (Modera) is a fee-only, independent wealth management firm that works with individuals, families, retirement plan sponsors, and non-profit institutions in the areas of portfolio management, retirement planning, estate planning, income tax planning and risk analysis. Specialized services are also offered for corporate executives and small business owners. The firm has offices in Massachusetts, New Jersey, North Carolina, Georgia, and Florida and manages over $2.3 billion in client assets as of December 31, 2017.

"It is a great honor to be recognized once again. This award is particularly meaningful to us as it reflects the thoughts of our colleagues on our firm culture” said Robert Siefert, Principal and Wealth Manager. Noemi Perez, Human Resources Manager, added.  “We consider clients and staff members to be an extension of our own families. Our mission is to make a difference in our clients’ lives. I am inspired by our collaborative culture and commitment to our clients.” 

In issuing the recognition, Pension and Investments highlighted several ways that Modera has exemplified the integration of company and community.  Modera has a Philanthropy Committee which selects a unified theme for each of its five offices to address firm-sponsored philanthropic endeavors.  One of the ways Modera offices support their chosen charities is through an annual Day of Service where the firm takes pause from their professional and personal lives to give back to the selected cause.  

This past year, the firm selected Alzheimer’s and Dementia. All offices formed a team to walk in their local “Walk to End Alzheimer’s” event, benefiting the Alzheimer’s Association.

In 2017 the theme was Financial Literacy. The Boston office colleagues partnered with Junior Achievement and the Boys and Girls Club of Boston to conduct six interactive sessions for high school youth. Topics included earnings and employment, budgeting, savings, credit and debt, consumer protection and smart shopping. The New Jersey office colleagues, in partnership with Junior Achievement, conducted a workshop on financial literacy and career planning at Saddle Brook High School to educate juniors and seniors on various financial planning topics. Florida colleagues volunteered at the Citrus High School in Inverness to present to two Financial Algebra classes. The presentations focused on budgeting, savings, debt, retirement, investments and career development.

Additionally, Modera was recognized for continuously looking for ways to enhance staff interactions among its five offices.  For example, the firm has sponsored firm-wide retreats focused on team-building.  At the local level, a “fun committee” at each office location organizes social events for staff.  Formal educational seminars are made available for staff to acquire personal finance insights from CFP®® professionals. 

Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey of employers and their employees.  The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies. For a complete list of the 2018 Pensions & Investments Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2018.

 

About Modera:

Modera Wealth Management, LLC (Modera) is a fee-only, independent wealth management firm that works with individuals, families, endowments, foundations and others in the areas of retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis and education planning.  As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics.  As of December 31, 2017, the firm managed more than $2.3 billion in client assets.  www.moderawealth.com

About Pensions & Investments

Pensions & Investments, owned by Crain Communications Inc., is the global news source of money management. It written for executives at defined benefit and defined contribution retirement plans, endowments, foundations and sovereign wealth funds, as well as those at investment management and other investment-related businesses.  Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com

 

Disclosure:  Modera is an SEC registered investment adviser; SEC registration does not imply any level of skill or training.  Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.  For information pertaining to our registration status, fees and services and/or a copy of our Form ADV disclosure statement, please contact Modera or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  A full description of our business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. 

 

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