On June 16, 2026, Modera Wealth Management announced its acquisition of Northstar Financial Planners.
Modera Wealth Management (“Modera”) announced on June 16, 2026, its acquisition of Northstar Financial Planners (“Northstar”). The founder of Northstar, Allen Giese, will join Modera as a wealth manager and principal. Further terms of the deal were not disclosed.
Modera, based in Westwood, New Jersey, is a registered investment advisor offering financial planning, investment management, and tax advisory services to its clients. Modera has approximately $17.5 billion in assets under management.
Northstar, based in Plantation, Florida, is a registered investment advisor specializing in financial planning and investment advisory services. Northstar has approximately $312 million in assets under management.
To read the press release: please click here.