Facebook Linkedin-in Youtube
FInd An Advisor

Company News

Filter by Category
Retirement News: How Do You Help Clients Navigate Volatile Market Periods?
Maintain Emergency Funds and Diversify
Read more
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.”
Read more
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.
Read more
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.
Read more
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.”
Read more
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.
Read more
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
Read more
Charlotte Magazine: Banking on Female Leadership
At financial planning firm Modera Wealth Management, the best seats at the table are always available for women.
Read more
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...
Read more
Moneygeek: Expert Advice on Best Family Life Insurance
What advice would you give to those looking to purchase life insurance for their family?
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.