Modera Wealth Management

Happy Thanksgiving from Modera Wealth Management! We are always grateful for our wonderful clients, our dedicated employees, and our dear friends. Thank you for your trust, your hard work and your support throughout the year. May you all enjoy a very happy Thanksgiving holiday. #thankful #thanksgiving #gratitude

Colleagues from our Charlotte office spent two separate mornings volunteering with The Bulb, a nonprofit organization that operates 12 mobile farmers markets that distribute fresh produce in underserved communities across the city. One group worked in their processing center, sorting produce, washing containers, and prepping some hydroponically grown lettuce for a future market. Another group had the privilege of helping shoppers select and bag their items at a live market. The Bulb was chosen by our Charlotte team to receive funds from our company-wide unrestricted grant program, Modera Gives. Our Charlotte team donated a total of $30k to three local organizations to support their efforts in alleviating food insecurity in our community. #givewhereyoulive #thebulb #CharlotteFinancialPlanners

Modera Wealth Management, LLC is excited to announce the acquisition of Bay Point Wealth, a registered investment adviser with offices in Annapolis and Stevensville, Maryland. This acquisition marks a significant step forward for both firms. We are all eager to expand our capabilities and resources to better serve our clients and look forward to the opportunities ahead. Please join us in welcoming our new colleagues! #strategicgrowth #MarylandFinancialPlanning

Some of our Charlotte staff had the privilege of once again playing in the Rollin' Hornets Golf Classic, benefiting the Rollin' Hornets wheelchair basketball team. The mission of the Rollin’ Hornets is to promote independence for children and adults with physical disabilities and to provide opportunities to pursue active, healthy lifestyles in adaptive sports. Modera is proud to sponsor this golf event each year. It has truly become a highlight of our colleagues' fall season. #givewhereyoulive #inclusionmatters #charlottefinancialplanners

If you are among the many Americans enrolling in Medicare for the first time, you have probably done a good bit of research on plans and specifics and feel confident in the coverage you have selected. However, if you’ve been contributing to an HSA, it’s crucial to understand how your Medicare eligibility status and enrollment can affect your HSA and your taxes. Ryan Pope, CFP?, CEPA? has some insight to offer. #MedicareOpenEnrollment #HealthSavingsAccount #financialplanning

On this Veterans Day, Modera would like to take a moment to thank all veterans, especially our clients and colleagues who have served. Your sacrifice and bravery in service of our nation are truly and deeply appreciated. Today, we would like to spotlight a few of our colleagues who answered the call of duty (and who are currently enjoying a well-deserved day off): Neal Nolan, CFP?, AIF?, CPFA, current Director of Business Retirement Services, Wealth Manager & Principal, former U.S. Army Medic Jun Shim, CFP?, EA, current Portfolio Manager, former U.S. Army Military Intelligence Intel Analyst Savannah L., current Research Assistant, former U.S. Army Medic Mutazz Muhammad, current Client Service Associate, former U.S. Air Force Munitions Systems Specialist #VeteransDay2024

Serving up smiles! This week our McLean, VA team prepped and served meals for individuals and families at the Carpenter's Shelter, whose mission is to support people who are currently or at risk of becoming unhoused. The time spent in service was in conjunction with an unrestricted grant Modera has awarded the organization through our Modera Gives program to financially aid in their wonderful efforts toward addressing hunger in the community. In the McLean area alone, Modera has awarded a total of $10,000 to various organizations with the same mission. #givewhereyoulive #ModeraGives #VAfinancialplanning

Exciting times in Nashville! Our Modera colleagues are attending the NAPFA - National Association of Personal Financial Advisors conference along with some good company this year! We’re proud to sponsor students from Delaware State University’s Financial Planning program, including two remarkable recipients of Modera's scholarship, and the program's advisor Kalimah Z. White, JD. Supporting the next generation of financial planners is vital, and we’re honored to help these bright students gain valuable industry insights and connections. #ModeraScholarship #FinancialPlanning #FutureLeaders #DESU

Modera employees are given a paid volunteer day of service so that they can spend some time helping the organizations they are passionate about in the communities we serve. Bobbie Rogers from our Inverness office recently spent the day at Daystar Life Center, Inc. of Citrus County, assisting them with their much needed hurricane relief efforts. Thanks Bobbie for not only being a great employee, but also a wonderful neighbor in Citrus County! #givewhereyoulive #dayofservice #floridafinancialplanning

The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact! ???? Today marks an exciting milestone as leading RIA and wealth management firms come together to launch the Net Positive Consortium (NPC)! This new groundbreaking initiative brings firms with a shared vision of creating meaningful societal impact—far beyond financial performance—under one umbrella. Modera is proud to be one of the founding members of the NPC, which aims to amplify the collective power of the wealth management community for good. Check out the announcement to learn more and to see other founding members The NPC empowers firms to: ? Support employees through well-being, inclusion, and career development ? Engage communities with local causes and charitable efforts ? Drive environmental stewardship through sustainable practices ? Promote financial literacy and impact investing for clients ? Give back to the industry with mentorship and leadership ?? Ready to get involved? Explore how your firm can make a difference and join the Net Positive Movement today: www.netpositivewealth.com #NetPositiveWealth #CollectiveImpact #FinancialAdvisors #Sustainability #WealthManagement #SocialImpact