Caring.

It’s the one word that best describes the culture of Modera.

Embedded in everything we do – and in every action we take. Whether you come to Modera as a client, or for a career, you will find yourself enveloped in an atmosphere of respect and kindness, of caring and consideration.

  • We care for our clients. By putting their needs and comfort level first, and always working in their best interests. By seeking transparency in all communications and being available for conversations and questions. By forming long-term, relationships with them throughout their lives.

  • We care for our team members. By helping them to continually build their skills and knowledge. By allowing them to find the areas of focus that suit them best. By wholeheartedly supporting their lives outside of work.

  • We care for our communities. By actively participating in charitable initiatives throughout the year. By contributing to organizations we believe in. By helping to ensure children’s holiday wishes come true.

Meet the Team

At your service are the people of Modera, all highly trained financial professionals with a wide breadth of industry experience and expertise. We use a team approach to provide you with a broad base of knowledge and services and to make it possible that someone who knows and understands your needs is consistently available to you.

Winner of “Best Places to Work”

We are honored to have been acknowledged by these publications and organizations as being among the Best Places to Work.

Work with Us

We are always interested in meeting candidates who share our client-centric philosophy, who are dedicated to developing and maintaining long-term relationships, and who are committed to delivering a high level of client service.

Get In Touch.

Methodology for Awards:

P&I: Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey of employers and their employees. The firm evaluated the policies, practices, philosophy, systems and demographics of each nominated company, which accounted for 25% of the total evaluation. The second part of the survey measured the employee experience and was worth 75% of the evaluation. The combined scores determined the companies receiving the award.

Investment News: Best Companies Group uses a two-part process to gather detailed data about each participating company and shares this independent data with InvestmentNews to report the ranking. The first part is an Employer Questionnaire filled out by each firm detailing company policies, practices, benefits and demographics. The other component is an employee engagement and satisfaction survey with an in-depth set of 78 statements requiring employees to respond on a one- to five-point Likert scale of agreement, as well as two open-ended questions and seven demographic questions.  To participate in the program, firms needed to be an RIA or affiliated with an independent broker-dealer, in business for a minimum of one year, and have at least 15 full-time employees.

NJ Biz: The NJBiz Best Places to Work in New Jersey awards program recognizes and honors the state’s top employers who show a dedication to their employees’ professional growth and quality of life.  NJBiz partnered with Best Companies Group, an independent research firm specializing in identifying places to work, to conduct a two-part survey of employers and their employees.  It evaluated the policies, practices, philosophy, systems and demographics of each nominated company, which accounted for 25% of the total evaluation. The second part of the survey measured the employee experience and was worth 75% of the evaluation.  The combined scores determined the companies receiving the award.