Westwood, New Jersey (December 14, 2020) – 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 Wealth Management, LLC (Modera) is a fee-only 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 and risk analysis. Specialized services are also offered for small business owners and corporate executives. The firm has offices in Massachusetts, New Jersey, North Carolina, Georgia, and Florida and manages over $2.7 billion in client assets as of December 31, 2019.
“It is a great honor to be recognized by P&I for another consecutive year. This award is particularly meaningful to us as it reflects our colleagues’ perspectives on our firm culture” said Robert Siefert, Principal and Wealth Manager, and President.
Noemi Perez, Director of Human Resources, added. “We consider clients and colleagues to be an extension of our own families. Our mission is to make a difference in our clients’ lives. I am inspired by our culture and commitment to our clients.”
Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.
The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems, and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.
For a complete list of the 2020 Pensions & Investments’ Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2020.
Modera Wealth Management, LLC (Modera) is a fee-only, independent wealth management firm that works with individuals, families, endowments, foundations and others in the areas of retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis and education planning. As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics. As of December 31, 2019, the firm managed more than $2.7 billion in client assets. www.moderawealth.com
About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 48-year-old global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com
Disclosure: 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 our registration status, fees and services and/or a copy of our Form ADV disclosure statement, please contact Modera or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of our business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV.