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Modera Wealth Management merges with Independence Advisors

Modera Wealth Management merges with Independence Advisors

Modera Wealth Management (Modera) and Independence Advisors (IA) merged on 30 December, 2020. The firm now operates under the name of Modera Wealth Management, with combined regulatory assets under management of approximately USD4.4 billion, over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida.