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
Modera Wealth Management
Financial Services
Westwood, NJ 2,883 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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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
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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
https://www.youtube.com/
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Wishing a happy 10-year work anniversary to Cory White, CFP® in our Boston office. A decade is a long time and we appreciate his dedication to his clients and his commitment to his colleagues and the company. Thank you, Cory, and congratulations on this milestone. #WorkAnniversary #10years #Bostonfinancialplanner
Christopher “Cory” White
https://moderawealth.com
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Wishing a warm welcome to Jay Palais who has joined the Boston office as a staff accountant. We are glad you are here, Jay! #employeespotlight #newhire #bostonfinancialplanning
Jay Palais
https://moderawealth.com
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We are pleased to share that Charles Boinske has joined Modera as a planning associate in our Wayne, PA office. Charlie, we are very excited to have you on board. Welcome! #newemployeespotlight #PAfinancialplanner
Charlie Boinske
https://moderawealth.com
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What better way to start the week than on the golf course...and it's even better if you are supporting a worthy cause! Yesterday, J. Scott Kittrell, and team did just that at the HABITAT FOR HUMANITY OF THE NC SANDHILLS, INC. "Drive it Home!" Golf Tournament and Fundraiser organized by the Habitat's Women Build group. It's always our pleasure to support Habitat for Humanity and their amazing contributions to the communities where we live and work. #givewhereyoulive #southernpinesfinancialplanner
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We are pleased to announce that Brian Hjalmarson, CFP® has joined our Asheville, NC office and is serving clients as a financial advisor. Join us in welcoming Brian to the team! #newemployeespotlight #ashevillefinancialplanning
Brian Hjalmarson
https://moderawealth.com
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Our offices will be closed on July 4th so that our employees can spend time with their families and friends in celebration of Independence Day. If you are looking for opportunities to make the holiday more meaningful or memorable, Modera's Neal Nolan, CFP®, AIF®, CPFA offers some suggestions on ways to celebrate, such as reading the Declaration of Independence and treating a veteran to lunch. No matter what your plans may be, we hope you stay safe and enjoy the day. #independenceday #july4 #ashevillefinancialplanner
10 Ways To Celebrate Independence Day
https://moderawealth.com