Health Savings Accounts (HSAs)
With costs skyrocketing and employees paying more and more, the advent of high-deductible health care (HDHC) plans and health savings accounts (HSAs) has become a story worth blogging about.
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
Advisor Reflections: Have Your Goals Changed?
Across the country, people have found themselves in changing circumstances, re-evaluating their goals and having to update their financial plans as a result of the pandemic – myself included.
The Credit Freeze
This document explains what it means to freeze your credit, details the process of doing so, and answers some frequently asked questions.
Checking Things Twice This Holiday Season
As advisors, we hear many stories about phone scams, identity theft, and cyber fraud, especially around the holidays. As we head into the final weeks of the year, we thought we would follow up with another reminder about staying alert to avoid potential scams. So, with many of us holiday shopping or needing to check online accounts as we take care of year-end to-do items, here are some important tips to remember:
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.

From Our Perspective
Stay in Touch
Complete the form below to receive regular educational insights and the latest information about our services.
We Respect Your Privacy
Please review our Privacy Policy and General Data Protection Regulation Privacy Notice for details regarding your rights to data, including where, why, and how your data is processed/stored. You can request that we not collect your data, update or delete your information at any time by contacting our Chief Compliance Officer.
If you opted in to receive marketing communications, you may opt out at any time by contacting us directly or selecting the unsubscribe link at the bottom of the email.