Tune into the Perfect RIA podcast with Matthew Jarvis to hear an interview with Modera’s Jenny Martella. In this warm and engaging conversation, Jenny details her long and storied career in wealth management.
Learn how:
• Jenny launched and grew her practice as an independent, fee-only planner
• She recognized the need to partner with a larger firm with the infrastructure in place that would allow her to focus on her clients
• In searching for a firm to join, she and her partner discovered that Modera’s leadership, culture, values, and strong client focus were the right fit for her, her team and clients
Listen to the full episode here: link
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