Modera Acquires Northstar Financial Planners to Add Over $300M in AUM
Modera Wealth Management has acquired Florida-based RIA firm Northstar Financial Planners, adding approximately $311.6 million in assets under management and expanding its presence in the Southeastern U.S. The acquisition will integrate Northstar's staff into Modera, with founder Allen Giese joining as a wealth manager.
Topics: Acquisition Assets Under Management (AUM) Expansion Wealth Management