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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.
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Modera Wealth Ranks as a Best Place to Work in Money Management
For the 9th year in a row, P&I magazine has awarded Modera the distinction of being one of the Best Places to Work in Money Management for 2024. We are very grateful to be recognized by our colleagues, whose opinions we hold in the highest regard. We would not be where we are today without...
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Dimensional Fund Advisors: Gordon Bernhardt: Leading with Purpose
How Your “Why” Drives Growth in a Financial Advisory Firm
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Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth
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Modera is included in Forbes Top RIA Firms 2024 List
Modera Wealth Management is pleased to announce that we have made the Forbes Top RIA Firms 2024 List, ranking #98 out of 250 firms nationwide.
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Modera Wealth Management is a Barron’s Top 100 RIA Firm
Modera is proud to be ranked 34th in Barron’s 2024 Top 100 RIA Firms list.
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Modera Wealth Management recognized in Northern Virginia Magazine’s “Top Financial Professionals” list
Modera is pleased to announce that Principals and Wealth Managers Gordon Bernhardt, CFP®, Solon Vlasto, CFP®, and Tim Koehl, CFP®, AAMS® have been recognized in Northern Virginia Magazine’s “Top Financial Professionals” listing.
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Retirement News: How Do You Help Clients Navigate Volatile Market Periods?
Maintain Emergency Funds and Diversify
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Advisor Brief: How Do You Pivot a Client’s Investment Strategy After a Major Life Event?
“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”
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Modera Wealth Management Listed in Financial Advisor (FA) Magazine’s 2024 RIA Ranking
Modera is proud to be ranked 41st in FA Magazine’s 2024 RIA Ranking, up from the 68th spot in 2023. FA Magazine ranked 431 RIA firms in total, 99 of which had more than $5 billion in assets managed as of the end of 2023.
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