Independent fee-only firm begins with $900M in assets under management
Modera Wealth Management LLC, combining the former Back Bay Financial Group Inc of Boston and Modera Wealth Management of Westwood, N.J., began operating as one earlier this month, principals announced today.
The merger, planned for more than a year, creates an independent, fee-only wealth management firm with [...]
We’re all very excited about combining strengths. Rarely are two partners so well matched in terms of philosophy, culture and client commitment.
BOSTON – Last month, Back Bay Financial Group Inc. (BBFG) made donations to the recipients of its annual Charitable Gift Fund. Local charities receiving contributions this year include The Women’s Lunch Place, Franklin Park Coalition, America SCORES New England and hopeFound.
Since 2005, the firm has followed the same advice it provides [...]
BOSTON – Back Bay Financial Group Inc. (BBFG) was named as one of the top investment advisory firms in the nation in 2009, according to two industry magazines. For the seventh year in a row Wealth Manager named the firm as one of the top wealth management firms in the [...]
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Back Bay Financial Group, Modera Wealth Management | COCO+CO. | 
January 20, 2011 6:47 PM 
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