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Modera Wealth Management Ranks in USA Today’s Inaugural List of “Best Financial Advisory Firms of 2023”
Modera was ranked in the top 500 registered investment advisory firms (“RIA Firms”) of 2023 by Statista on behalf of USA Today.
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Modera Wealth Management Listed in Financial Advisor (FA) Magazine’s 2023 RIA Ranking
Modera is proud to be ranked 68th in FA Magazine’s 2023 RIA Ranking, up from the 75th spot in 2022. FA Magazine ranked 521 RIA firms in total, 91 of which had more than $5 billion in assets managed as of the end of 2022.
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MarketWatch: Are you saving enough for retirement? What the average 401(k) balance looks like
Keep in mind that before you put a money for future use, two things should be true, according to certified financial planner Judson Meinhart at Modera Wealth Management. “You should have an adequate reserve of anywhere between 3 to 12 months of expenses, and you have no credit card or other high interest debt like...
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MarketWatch: What is a financial adviser and how do they work with you?
What a financial adviser does will vary both individually and from firm to firm. “Some advisers are restricted to only providing investment advice, while others will cover anything with a dollar sign. It’s best to ask what type of advice the adviser will give before beginning a relationship with them,” says certified financial planner Judson...
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Modera Wealth Management Acquires Parsec Financial
Transaction joins like-minded teams to strengthen Modera’s leadership position in the fee-only fiduciary space.
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NAPFA Advisor: How One Financial Planning Firm Tackles DEI
Samer Eshmawy talks about Modera’s internal and external DEI initiatives and reflects on the importance of creating and prioritizing a culture of diversity in the April 2023 issue of Napfa Advisor.
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MoneyGeek.com: Financial Support for Families With Children Diagnosed With a Chronic or Terminal Illness
How can families who care for an ill child prepare themselves for the considerable costs during the diagnostic, treatment, and follow-up care phases of the disease?
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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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