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.
The Perfect RIA: The ‘Bus Ready’ Advisor: Building Firms That Outlast You
Tune into the Perfect RIA podcast with Matthew Jarvis to hear an interview with Modera’s Jenny Martella. In this warm and engaging conversation, Jenny details her long and storied career in wealth management.
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.
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...
Dimensional Fund Advisors: Gordon Bernhardt: Leading with Purpose
How Your “Why” Drives Growth in a Financial Advisory Firm
Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth
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.
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.
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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