Company intelligence
Modera Wealth Management
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 serves clients 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.
Verified activity
Signals from Modera Wealth Management
4 published signals
Operations & Supply
Modera Wealth Management will have its offices closed on Monday, September 7, in observance of Labor Day.
Reported by Modera Wealth Management
Presence & Recognition
Modera Wealth Management CEO Tom Orecchio was featured in Family Wealth Report discussing Vanguard's acquisition of Altruist and its impact on the RIA custodial landscape.
Reported by Modera Wealth Management
People
Modera Wealth Management announced that Michael D. Gibney, CFP, CAP, and AIF, is chair of NAPFA as of today.
Reported by Modera Wealth Management
Presence & Recognition
Modera Wealth Management is hosting an upcoming LiveWell With Modera webinar titled AI & Cybercrime: Inside the Modern Criminal's Playbook featuring Jeff Lanza, retired FBI Special Agent and cybersecurity expert on Thursday, September 24, 2026.
Reported by Modera Wealth Management