Modera Recognized by Financial Times

By a News Reporter-Staff News Editor at Investment Weekly News -- Modera Wealth Management, LLC has been named to the Financial Times (FT) 300 Top Registered Investment Advisers for the fourth consecutive year. The list recognizes independent RIA firms from across the U.S. based on certain criteria set by FT.

More than 2,000 RIA firms were invited to apply for consideration based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM, AUM growth rate, number of years in existence, advanced industry credentials of the firm's advisors, online accessibility and compliance records. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

"It is an honor to be featured for the fourth year among other nationally recognized firms," said Michael Gibney, wealth manager at Modera.

With roots going back to 1983, Modera currently employs 58 staff members, including 30 with the Certified Financial Planner™ certification, five chartered financial analysts, four CPAs and others with advanced designations.

Modera is a fee-only, independent wealth management firm that works with individuals, families, endowments, foundations and others in the areas of retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis and education planning. As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics. As of January 31, 2017, the firm managed more than $2 billion in client assets. www.moderawealth.com

It has office locations in New Jersey, Massachusetts, Florida and Georgia and serves clients throughout the country.

Keywords for this news article include: Finance and Investment, Modera Wealth Management.

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