Join us in officially welcoming Corey Dodgson to Modera Wealth Management. Corey joined our Charlotte office earlier this year as a senior human resources manager. We are glad to have you, Corey! #employeespotlight #humanresources #Charlottefinancialplanner
Modera Wealth Management
Financial Services
Westwood, NJ 2,905 followers
Thoughtful, Impactful Financial Counsel Since 1983
About us
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.
- Website
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https://www.ModeraWealth.com
External link for Modera Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Westwood, NJ
- Type
- Privately Held
- Founded
- 1983
- Specialties
- Wealth Management, Financial Planning, Fee-Only, Financial Advisor, Financial Planner, Tax Planning, Retirement Planning, Estate Planning, Risk Management, Educational Funding, Family Gifting, Charitable Intent, Cash Flow Budgeting, and Goal Identification
Locations
Employees at Modera Wealth Management
Updates
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While summer is vacation time for many, travel plans happen in all seasons. Whether it's a quick beach weekend getaway, an extended hike in the mountains, or an international excursion, travel insurance can provide peace of mind and financial protection against various risks associated with travel. Samer Eshmawy, CFP®offers some tips on how you can cover yourself financially if the unexpected happens while you are on vacation. #travelinsurance #NJfinancialplanning
Planning to Travel? Consider Travel Insurance
https://moderawealth.com
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Today, we proudly celebrate Gordon Bernhardt's 30-year work anniversary with Modera Wealth Management. Gordon founded Bernhardt Wealth Management in 1994 and grew the company into what became Modera’s McLean, Virginia location in 2022. With a three decades-long career spent providing fiduciary care to his clients, always putting their interests first, he exemplifies true excellence in our industry. Gordon, we commend you for all you have achieved over the years, for your invaluable contributions to Modera, and for your unwavering dedication and commitment to your clients and colleagues. Cheers to 30 years! #workanniversary #ourpeopleareourstrength #vafinancialplanner
Gordon J. Bernhardt
https://moderawealth.com
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Today we celebrate Bobbie Rogers on her one-year work anniversary at Modera. Bobbie keeps our Florida office up and running and makes it a brighter place to be every day. Thank you, Bobbie! #workanniversary #ourpeoplemakethedifference #floridafinancialplanner
Bobbie Rogers
https://moderawealth.com
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Feraud Calixte, CFP® had the pleasure of discussing "financial wellness" with several healthcare providers with Tampa Family Health Centers. Topics included personal finance goals, salary and savings, cash flow, investing and retirement accounts, insurance, tax strategy and more. Thank you to doctors Ashley McPhie, MD, FAAP and Gaelle Laurore-Fray for their coordination efforts and support of this event. Modera has a team of advisors who specialize in the financial planning and wealth management needs of busy medical professionals. We invite you to call us or visit our website to learn more. https://lnkd.in/gT2hhBK3 #financialwellness #medicalprofessionals #Tampafinancialplanner
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Today we honor Dina Megretskaia, JD, EA, CFP® who is celebrating her 5-year work anniversary with Modera. While Dina represents many of our core values, we especially appreciate her for her contagious growth mindset. Constantly curious, learning, and striving for excellence for herself and her clients, Dina is a big part of what makes Modera the company it is today. Thank you, Dina, and cheers! #employeespotlight #workanniversary #Bostonfinancialplanning
Dina Megretskaia
https://moderawealth.com
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Doctors and Dentists: Do you have a financial plan in place? Personalized financial plans built around your specific goals and aspirations can help bring structure to your investment strategy and clarity to your life. Feraud Calixte, CFP® discusses the components of a financial plan and how he could help you craft your own: https://lnkd.in/eW9V4X5F
Doctors and Dentists: Do You Have a Financial Plan?
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Modera is proud to be ranked 41st in Financial Advisor Magazine’s 2024 RIA Ranking, up from the 68th spot in 2023. FA Magazine ranked 431 RIA firms in total, 99 of which had more than $5 billion in assets managed as of the end of 2023. Learn more: https://lnkd.in/eBvWjUUY
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Our investment team is pleased to provide our market review for the second quarter of 2024. In it, Co-CIO Bill Hansen reviews equity market and fixed income market performance, and covers key economic indicators such as the labor market and inflation; Co-CIO George Padula provides his thoughts on AI in investing; Edwin R. Baldrige III touches on international stocks and Sarah DerGarabedian, CFA provides a little fun "easter egg" at the end on gaining exposure. Read now: https://lnkd.in/e7dvyAXn
Investment Commentary: Q2 2024
https://moderawealth.com
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At Modera, we know that you want to be confident in your financial future. In order to do that, you need a clear path toward your financial goals. The problem is that financial planning and investing are complex and can make you feel unsure about whether you are on the right path and taking advantage of all the strategies that may be available to you. Our advisory teams not only have deep knowledge and experience with working with clients just like you, but we also genuinely want to be a trusted resource and help you accomplish your goals. For the past 40+ years, we have created clear and effective plans for our clients to help forge the right path toward achieving financial independence. We would be honored to help do the same for you and your loved ones. We invite you to watch our new video to meet our team and what makes Modera shine! https://lnkd.in/gEbnHcYc
About Modera Wealth Management - Fee-Only Wealth Management Firm
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