Facebook Linkedin-in Youtube
FInd An Advisor

Company News

Filter by Category
Modera Wealth Management Expands Florida Presence with Northstar Transaction
The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA
Read more
Modera Wealth Management is a Barron’s Top 100 RIA Firm for 2025
Modera is proud to be ranked 40th in Barron’s  2025 Top 100 RIA Firms list.
Read more
CityWire—Vince Curtin: Modera hires Mather Group alum as M&A head
Vince brings a wealth of experience from Transcend Capital Advisors, The Mather Group, and UBS, and his arrival marks a pivotal moment in Modera’s strategic growth journey.
Read more
WealthManagement.com—Kelly Henning on How Modera’s Internship Program Played a Key Role In Her Job Satisfaction Today.
A strong internship program can serve as a launching pad for many people’s careers, such as Kelly’s.
Read more
Wealth Management EDGE: George Padula on the Importance of Due Diligence for Private Markets
George Padula, Modera’s CIO, and Adam Cohen, head of due diligence at Cerity Partners, co-hosted an “Allocating to Alternatives” workshop at the 2025 Wealth Management EDGE conference.
Read more
In the Middle: Emotional and Financial Impacts Facing the “Sandwich Generation”
Across America, this scenario is unfolding: adults in their 40s and 50s, balancing the demands of their careers and household responsibilities, find themselves caring not only for their children—whether at home or in college—but also for their aging parents.
Read more
Kiplinger: Mindy Neira—Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser.
“Now, more than ever, it is important to revisit and revamp your financial plan to ensure you and your loved ones are protected.”
Read more
MarketWatch: Sarah DerGarabedian—How much confidence in investing is too much?
The secret to smart investing and what behavior to look out for.
Read more
Yahoo! Finance: Mindy Neira—Banking smarter: How to find the best debit card for you
Figuring out what debit card meets your needs may be challenging, but it doesn’t have to be.
Read more
Modera Wealth Management: “Fastest-Growing Fee-Only RIAs” of 2024
Modera Wealth Management has been named one of the “Fastest-Growing Fee-Only RIAs” of 2024 by InvestmentNews.
Read more

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Find An Advisor
Facebook Linkedin-in Youtube

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Speak with an Advisor

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.