Modera Wealth Management provides fee-only wealth management services, helping clients simplify and manage their complex financial situations. The firm offers personalized financial planning and investment management.

Modera Wealth Management

Independence Wealth Advisors is an independent financial firm offering a full range of investment and financial services, including retirement planning, asset management, tax planning, long-term care, life insurance, and estate planning.

Independence Wealth Advisors

The Straus Group is the private investment office of Daniel E. Straus, based in Fort Lee, New Jersey. It invests in hedge funds, private credit and equity, and other asset classes, including real estate, across traditional and alternative spaces.

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Company Name	Modera Wealth Management	Independence Wealth Advisors	The Straus Group
Symbol
MSH ID	COM:MODERAWEALTH	COM:IWADIRECT	COM:STRAUSGROUP
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Wealth Management	Investment Management	Investment Management
Country	US	US	US
Stage
Employee Count		1
Website	moderawealth.com	iwadirect.com	strausgroup.com
LinkedIn
Founders

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COM:MODERAWEALTH

Modera Wealth Management

Company Overview

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