Tuesday, November 26, 2024
Modera Wealth Management Acquires Bay Point Wealth
Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth WESTWOOD, NJ – Nov. 21, 2024 – Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm with $12.5 billion in assets under management (AUM, as of 9/30/24), has announced its acquisition of Bay Point Wealth, a registered investment adviser firm with offices in Annapolis and Stevensville, Maryland, and $467 million in assets under management (as of 9/30/24). For over 25
