Press Mentions

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USA TODAY Names Modera Wealth Management Among Industry’s Best Financial Advisory Firms

Modera listed among top 40 of 1,000 firms evaluated for growth and client commitment.

Dimensional Fund Advisors: Gordon Bernhardt: Leading with Purpose

How Your “Why” Drives Growth in a Financial Advisory Firm

Retirement News: How Do You Help Clients Navigate Volatile Market Periods?

Maintain Emergency Funds and Diversify

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.”

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...

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Press Mentions

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

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