Modera Wealth Management LLC

About Modera Wealth Management LLC

Modera Wealth Management is a fee-only wealth management firm dedicated to providing sophisticated, personalized financial advice. Established in 1983, the firm focuses on a client-first, fiduciary approach to help clients achieve long-term financial goals by simplifying complex financial situations and offering clarity and confidence through tailored solutions.

Products & Services

Financial Planning:Provides strategic plans for retirement, estate, income tax planning, and risk analysis to add confidence and simplicity to clients' lives.

Investment Management:Focuses on building cost-effective, diversified portfolios with a target rate of return aligned with client objectives and fiduciary responsibilities.

Tax Services:Offers tax-related advisory services to support clients' financial planning needs.

Trust Services:Provides trust management services as part of comprehensive wealth planning.

Business Retirement Services:Supports businesses with retirement planning services for their employees.

Foundations, Endowments, and Nonprofits:Tailored financial solutions for institutional clients such as foundations and nonprofits.

Specialties

Business Owners Divorce Financial Planning Doctors and Dentists Executives Families LGBTQ+ Financial Planning Retirees Special Needs and Chronic Illness Planning Surviving Spouses Women Investors

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Loan T: - FT: Loan	A: 45000000 MR: - FA: $45 million FAN: 45000000	D: 2024-02-22 FD: 2024-02-22	2 investors

Loan Latest

2024-02-22

$45.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

G

Gary Greenbaum

Founder

T

Tom Orecchio

Founder and CEO

A

Aaron Combs

Wealth Manager, Principal

A

Aaron Mellman

Financial Advisor, CFP(r)

A

Adam Leone

Chief Wealth Management Officer, Wealth Manager & Principal

A

Adelaide Pickett

Compliance Manager

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