Provides fee-only financial planning and investment management services.
| Title |
|---|
| Client Service Specialist Full Time · 3+ YOE Winston-Salem, North Carolina, United States · Hybrid |
| Client Service Specialist Full Time · $65K-$90K · 3+ YOE Allentown, Pennsylvania, United States · Hybrid |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE Boston or Westwood or Charlotte or Atlanta or Wayne or Annapolis or New York or McLean · Hybrid |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE Charlotte or Atlanta or Wayne or Annapolis or Westwood or New York or Boston or McLean · Onsite |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE Charlotte or Atlanta or Wayne or Annapolis or Westwood or New York or Boston or McLean · Hybrid |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE Wayne or Westwood or Charlotte or Atlanta or Annapolis or New York or Boston or McLean · Hybrid |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE United States or United States or United States or United States or United States or United States or United States or United States · Hybrid |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE Annapolis or Westwood or Charlotte or Atlanta or Wayne or New York or Boston or McLean · Hybrid |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE New York City or Charlotte or Atlanta or Wayne or Annapolis or Westwood or Boston or McLean · Onsite |
| Regional Director, Advisory Full Time · $175K-$225K · 10+ YOE Charlotte or Atlanta or Wayne or Annapolis or Westwood or New York or Boston or McLean · Hybrid |
| Senior Planning Associate Full Time · 3+ YOE Inverness, Florida, United States · Hybrid |
| Planning Associate Full Time · $60K-$85K · 0+ YOE McLean, Virginia, United States · Hybrid |
| Advisory Manager Full Time · $100K-$145K · 5+ YOE Charlotte or Atlanta or Boston or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Advisory Manager Full Time · $100K-$145K · 5+ YOE Charlotte or Atlanta or Boston or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Advisory Manager Full Time · $100K-$145K · 5+ YOE Charlotte or Atlanta or Boston or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Advisory Manager Full Time · $100K-$145K · 5+ YOE Charlotte or Atlanta or Boston or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Advisory Manager Full Time · $100K-$145K · 5+ YOE Charlotte or Atlanta or Boston or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Advisory Manager Full Time · $100K-$145K · 5+ YOE Boston or Charlotte or Atlanta or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Advisory Manager Full Time, Part Time, Contract, Internship, Temporary, Seasonal, Volunteer · $100K-$145K · 5+ YOE Atlanta or Charlotte or Boston or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Advisory Manager Full Time · $100K-$145K · 5+ YOE Charlotte or Atlanta or Boston or Westwood or Wayne or New York or Annapolis or McLean · Hybrid |
| Planning Associate Full Time · $60K-$85K · 0+ YOE Charlotte, North Carolina, United States · Onsite |
| Client Service Specialist Full Time · 3+ YOE Westwood, New Jersey, United States · Hybrid |
| Client Service Specialist Full Time · 3+ YOE Atlanta, Georgia, United States · Onsite |
| Senior Financial Advisor Full Time · $150K-$175K · 7+ YOE Allentown, Pennsylvania, United States · Onsite |
| Client Service Specialist Full Time · 3+ YOE Tryon, North Carolina, United States · Hybrid |
| Activities | financial planninginvestment managementtax advisoryestate planningretirement consulting |
| Headquarters | US |
| Industries | Wealth ManagementFinancial Services |
| Name | Modera Wealth Management |
| Employees | 222 |
| Type | Private |
| Parent Company | Modera Capital |
| Subsidiaries | Ferrentino & AssociatesBay Point WealthParsec Financial |
| Tagline | Provides fee-only financial planning and investment management services. |
| Founded | 1,983 |
| Website | moderawealth.com |
| Latest Funding Round | Corporate Round |
| Latest Funding Year | 2,024 |
| Latest Funding Amount | 45,000,000 |
| Latest Investors | TRIA Capital Partners |