Press Mentions

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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.

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.

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...

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...

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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Press Mentions

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