Modera is Ranked Among Barron’s Top 100 RIA Firms
Modera Wealth Management, LLC (Modera) is proud to announce that it ranks among Barron’s Top 100 RIA firms.
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
Modera Named a Best Place to Work in Money Money by Pensions & Investments
Modera Wealth Management, LLC was named a Best Place to Work in Money Management for 2020 by Pensions & Investments. Modera won this award in 2012, 2016, 2017, 2018 and 2019 as well.
Modera Ranked Among Barron’s Top 100 RIA Firms
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.
Keatley Wealth Management has Merged with Modera
Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera. The merger was official as of January 1, 2020.
Modera Adds New Owners
Modera Wealth Management, LLC has announced that it recently added eight colleagues to its ownership group.