Modera Wealth Management is a Westwood-based fee-only fiduciary serving individuals, families, and businesses. Its services span wealth management, investment management, financial planning, tax, and ...

Modera Wealth Management, which has $15 billion in assets under management, has acquired Ferrentino & Associates, an Oradell, N.J., accounting firm that specializes in tax planning, preparation and ...

"This ranking reflects the deep confidence our clients have in Modera, and we're honored to be recognized by USA TODAY." USA TODAY, in partnership with market research firm Statista, evaluated over 30 ...

In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a ...

Modera Wealth Management LLC, a fee-only wealth management firm based in Westwood, N.J., has merged with Cambridge Wealth Counsel of Atlanta to create a $2 billion firm, Modera announced Wednesday.

New Jersey-based accounting practice joins the $15 billion wealth management firm to provide enhanced tax services for clients Ferrentino has built a reputation for a client-first approach, financial ...

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Note that there may be inaccuracies in these estimates due to filing errors by the funds, ...

Modera Wealth Management LLC lifted its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 36.7% during the 1st quarter, HoldingsChannel reports. The fund owned 30 ...

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Note that there may be inaccuracies in these estimates due to filing errors by the funds, ...