WESTWOOD, N.J., Nov. 21, 2024 /PRNewswire/ -- Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm with $12.5 billion in assets under management (AUM, as of 9/30/24 ...

The firm’s diversity, equity and inclusion committee initiates an annual training with an outside company on such topics as allyship and unconscious bias; the committee leads quarterly virtual trivia ...

Modera Wealth Management, a fee-only registered investment advisor headquartered in Westwood, N.J., has hired Kirsten Ly as its director of marketing. Ly joins from Hightower, where she served as ...

WESTWOOD, N.J. , May 1, 2023 /PRNewswire/ -- Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial (Parsec) team, headquartered in Asheville, NC, is joining Modera.