Modera Wealth Management
Financial Services
Westwood, Nj, United States
190 employees
- Employees
- 190
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Modera Wealth Management Overview
- Headquarters
- Westwood, Nj, United States
- Phone Number
- Available in AeroLeads
- Website
- moderawealth.com
- Industry
- Financial Services
- Employees
- 190
- Funding
- 45.0M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Modera Wealth Management
Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com. Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.
Modera Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Modera Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Peter Mckenna | Financial Guidance to Protect and Grow Wealth. Caring Assistance with Complex Questions and Financial Choices. | New York City Metropolitan Area, United States |
Email
|
| Anna L. | Director of Program Management, Principal | New York City Metropolitan Area, United States |
Email
Phone
|
| Barry Kaplan | Principal and Wealth Manager, Ea, Cfp at Modera Wealth Management | Atlanta Metropolitan Area, United States |
Email
Phone
|
| Michael Insogna, Cfp® | Greater Philadelphia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
10 profiles
Manager
9 profiles
Senior / Lead
6 profiles
Executive
3 profiles
Director
2 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 8 | 8 | 0 |
| Executive | 5 | 5 | 1 |
| Finance | 4 | 4 | 1 |
| General | 3 | 3 | 2 |
| Operations | 2 | 2 | 1 |
| Marketing | 2 | 2 | 0 |
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