WESTWOOD, N.J., Jan. 10, 2017 /PRNewswire/ -- Modera Wealth Management, LLC was named a Best Place to Work in Money Management for 2016 by Pensions & Investments. Modera is one of 50 national honorees in this category. Modera won this award in 2012 as well.
Modera Wealth Management, LLC (Modera) is a fee-only, independent wealth management firm that works with individuals, families, retirement plan sponsors, and non-profit institutions in the areas of portfolio management, retirement planning, estate planning, income tax planning and risk analysis. Specialized services are also offered for corporate executives and small business owners. The firm has offices in New Jersey, Massachusetts, Florida and Georgia and manages over $2 billion in client assets as of January 1, 2017.
Greg Plechner, Principal and Wealth Manager said, "We are honored to once again be recognized for our firm culture and workplace. This award is especially meaningful to us because it comes from our staff. It is a true testament to the firm culture we've all established together." George Padula, Principal and Wealth Manager, added, "As stated in our firm values and evident every day in our culture, we focus on the importance of family, and consider clients and staff members to be an extension of our own families."
Pension and Investments has noted several ways that Modera has exemplified the integration of company and community. Modera has a Philanthropy Committee which selects a unified theme for each of its four offices to address firm-sponsored philanthropic endeavors. In 2016, the committee selected cancer support and awareness. In 2017, the firm will dedicate its charitable efforts to financial literacy for underserved youth. Modera continuously looks for ways to enhance staff interactions among its four offices. For example, the firm has sponsored firm-wide retreats focused on team-building, garnering a 100% participant rate. At the local level, a "fun committee" at each office location organizes social events for staff. Formal educational seminars are available for staff to acquire personal finance insights from CFP® professionals.
Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies. For a complete list of the 2016 Pensions & Investments Best Places to Work in Money Management winners and write-ups, go to www.pionline.com/BPTW2016.
Modera Wealth Management, LLC (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 1, 2017, the firm managed more than $2 billion in client assets. www.moderawealth.com
About Pensions & Investments:
Pensions & Investments, owned by Crain Communications Inc., is the global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations and sovereign wealth funds, as well as those at investment management and other investment-related Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com
Disclosure: Modera is an SEC registered investment adviser; SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to our registration status, fees and services and/or a copy of our Form ADV disclosure statement, please contact Modera or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of our business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV.
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