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Kitces: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, An Interview With Jenny Martella

Modera Wealth Manager and Principal Jenny Martella was interviewed by Kitces in a 90-minute podcast on how she partnered with Karen Keatley to grow their firm and ultimately decide to join Modera in 2020.

Modera Wealth Ranked in Worth 2024 Top Registered Investment Advisory Firm List

Modera is honored to be included in Worth’s 2024 list of top 300 Registered Investment Advisory firms. Worth stated that they used “a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.”

Modera Wealth Ranked in 2024 Financial Planning and Wealth Management Firm Listings by Charlotte Business Journal

Charlotte Business Journal recently released its 2024 rankings of largest financial planning firms and wealth management firms for the Charlotte, NC, area, both of which included Modera.

NerdWallet: 5 Questions to Ask When Helping an Older Parent with Money

Chatting with older parents about finances can be difficult. But having a discussion with them about protecting their credit is incredibly important. Liz Kishel weighs in on this topic and underscores the importance of checking credit reports

Charlotte Magazine: Banking on Female Leadership

At ﬁnancial planning ﬁrm Modera Wealth Management, the best seats at the table are always available for women.

Book Review: Wealth is Women’s Work

Jenny Martella, MBA, CFP® wrote an insightful review of Peggy Ruhlin’s book, “Wealth is Women’s Work”, published in the January 18, 2024 edition of the NAPFA Advisor. Martella states “Ruhlin’s book makes a great case for why we need more women in the field, why they will enjoy the profession, how they will do great...

Moneygeek: Expert Advice on Best Family Life Insurance

What advice would you give to those looking to purchase life insurance for their family?

Community-Minded: Gordon Bernhardt Focuses on Others

A long journey can share many of the triumphs and troubles that define a career path, but it’s often difficult to make sense of either. For Gordon Bernhardt, a trek of incredible magnitude—more than 600 miles—served to not only offer perspective and clarity about his experiences, but it also became the basis for greater reflection...

MarketWatch: What to Look for When Selecting a New Advisor

Michael Gibney stresses the importance of choosing an advisor who builds their clients a solid plan.

Barron’s Again Ranks Modera Wealth Management a Top 100 RIA Firm

Modera is proud to be ranked 69th in Barron’s 2023 Top 100 RIA ranking. This is the fourth consecutive year that Barron’s has included Modera in its list of top firms and up from 96th place when first ranked in 2020.

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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