Modera Ranked Among Barron’s Top 100 RIA Firms

October 22, 2020

WESTWOOD, N.J., September 16, 2020  — Modera Wealth Management, LLC is proud to announce that it ranks among Barron’s Top 100 RIA firms, as reported in its September 14th, 2020 publication.

“We are honored that Barron’s has recognized Modera as one of the best registered investment advisors in the country,” said Tom Orecchio, Chief Executive Officer, Principal, and Wealth Manager at Modera Wealth Management LLC. “These have been unprecedented times for our country, the financial markets, and our clients. This is an accomplishment that is only made possible because of the efforts of our entire staff and experienced wealth managers, and the long-term commitment and trust that our clients place in us.”

Barron’s independently ranks its list of the top 100 RIA firms based on several criteria, which it has determined in their past annual rankings* by assets, revenue, and quality of practice. This year’s ranking formula also included new additional metrics such as technology spending, staff diversity, and succession planning.

Modera Wealth Management, LLC (Modera) is a fee-only, independent wealth management firm that works with individuals, families, retirement plan sponsors, and non-profit institutions in the areas of portfolio management, retirement planning, estate planning, income tax planning, investment management, risk analysis, stock option analysis and education planning. Specialized services are also offered for corporate executives and small business owners.

As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics.  Modera has offices in Massachusetts, New Jersey, North Carolina, Georgia, and Florida and serves clients in over 39 states. Since the firm’s inception in 1983, Modera has maintained a client-first philosophy. Modera was formed as a fee-only registered investment adviser which, at that time, was rare in the industry.

Modera Wealth Management, LLC (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Modera’s registration status, its fees and services please contact Modera or refer to the Investment Adviser Public Disclosure Web site (www.adviserinfo.sec.gov) for a copy of our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.

Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.