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Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients` needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
Built from over eight decades of history, Wipfli focuses on helping individuals and businesses streamline processes, improve performance, leverage the right technology, and increase financial success and growth.
Insight Wealth Strategies is a San Ramon, CA-based company in the Financial Services sector.
Universal 1 Credit Union is a Dayton, OH-based company in the Financial Services sector.
Ottawa accountant and entrepreneur Andrew Abraham started Ottawa Capital Management in 2013. Andrew saw an opportunity to expand this under-developed marketplace on a national level. The business has now grown across Canada and is currently utilized by more than 65 dealerships and continues to grow.