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Modera Wealth Management Expands Florida Presence with Northstar Transaction
The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA WESTWOOD, N.J., June 16, 2026 /PRNewswire/ -- Modera Wealth Management ("Modera"), a fee-only wealth management firm for individuals, families,...
The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA
WESTWOOD, N.J. , June 16, 2026 /PRNewswire/ -- Modera Wealth Management ("Modera"), a fee-only wealth management firm for individuals, families, business owners, and nonprofit institutions, today announced its transaction with Northstar Financial Planners, Inc. ("Northstar"), a Plantation, Florida-based registered investment adviser.
Opening excerpt. Read the full story at Newsdata · Florida Politics ↗
Sourced from Newsdata · Florida Politics · indexed by Statura on June 16, 2026. Statura indexes Florida political news and tags it by industry and jurisdiction so government-affairs teams can monitor signal without scanning every outlet by hand. Read the full story at Newsdata · Florida Politics ↗
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