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Modera Featured Among Inc. Magazine's Fastest-Growing Private Companies

Modera Featured Among Inc. Magazine's Fastest-Growing Private Companies for three years.

Inc. magazine has honored Modera Wealth Management, LCC in its 34th annual Inc. 5000, an exclusive ranking of the nation’s fastest-growing private companies. The list represents a comprehensive look at an important segment of the economy - America’s independent entrepreneurs. Companies such as Yelp, Pandora, Timberland, Dell, Domino’s Pizza, LinkedIn, Zillow and many other well-known names gained early exposure as members of the Inc. 5000.

This is the third time Modera has received this honor. “We are very proud to be featured among other reputable national firms. We are committed to enhancing the client experience through growth and innovation,” says Greg Plechner, one of the firm’s principals and wealth managers. “It is a great honor.”

The 2015 Inc. 5000 was unveiled online at Inc.com. The Inc. 5000’s aggregate revenue is $205 billion, generating 647,000 jobs over the past three years. Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000.

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“The story of this year’s Inc. 5000 is the story of great leadership. In an incredibly competitive business landscape, it takes something extraordinary to take your company to the top,” says Inc. President and Editor-In-Chief Eric Schurenberg.

About Modera:

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With roots going back to 1983, Modera currently employs 43 staff members, including 23 with the CERTIFIED FINANCIAL PLANNER™ certification, three Chartered Financial Analysts, two CPAs and others with advanced designations. It has office locations in New Jersey, Massachusetts, Florida and Georgia and serves clients throughout the country.
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 June 30, 2015, the firm managed more than $1.68 billion in client assets. www.moderawealth.com

Modera Wealth Management, LLC (Modera) is an SEC registered investment adviser with places of business in New Jersey, Massachusetts, Georgia and Florida. SEC registration does not imply any level of skill or training. Modera and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which it maintains clients. 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. Please read the disclosure statement carefully before you invest or send money.

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