Company News

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.
Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth
Modera Wealth Management Acquires Parsec Financial
Transaction joins like-minded teams to strengthen Modera’s leadership position in the fee-only fiduciary space.
Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment
Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020.

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