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Westwood Wealth Management Firm Recognized By The Financial Times

Pictured are Modera current principals (from left to right) Greg Plechner, Bob Siefert, Mark Willoughby, Tom Orecchio, and former principal John LeBlanc.
Pictured are Modera current principals (from left to right) Greg Plechner, Bob Siefert, Mark Willoughby, Tom Orecchio, and former principal John LeBlanc. Photo Credit: courtesy of Modera Wealth Management

WESTWOOD, N.J. -- Modera Wealth Management, a Westwood-based firm, has been named to the Financial Times' 300 Top Registered Investment Advisers -- for the third consecutive year.

The list recognizes independent RIA firms from across the U.S. based on certain criteria set by the Financial Times. More than 1,500 -RIA firms were invited to apply for consideration based on their assets under management, or AUM. Applicants were then graded on six criteria: AUM, AUM growth rate, number of years in existence, advanced industry credentials of the firm’s advisors, online accessibility and compliance records.

Neither the RIA firms nor their employees pay a fee to the FT in exchange for inclusion in the FT 300.

"It is an honor to be featured among other nationally recognized firms that share our commitment to client service," said Adam Leone, one of the firm's principals and wealth managers.

With roots going back to 1983, Modera employs 47 staff members, including 24 with the Certified Financial Planner certification, five chartered financial analysts, four with tax expertise and others with advanced designations. As a fiduciary, Modera is required to provide objective counsel and a commitment to the highest level of ethics.

For more information about the firm, visit its website.

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