Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates

New Jersey-based accounting practice joins the $15 billion wealth management firm to provide enhanced tax services for clients

WESTWOOD, N.J., Sept. 3, 2025 /PRNewswire/ -- Modera Wealth Management, a fee-only wealth management firm for individuals, families, business owners, and non-profit institutions, today announced its transaction with Ferrentino & Associates ("Ferrentino"), a New Jersey-based accounting firm specializing in tax planning, preparation, and consulting services for high-net-worth individuals, small business owners, estates, and trusts. The transaction enables Modera to expand the depth and delivery of its in-house tax capabilities.

Ferrentino has built a reputation for a client-first approach, financial acumen, and technical experience. Gary Ferrentino, the firm's founder and CEO, has over 30 years of experience in tax planning and consulting. In his new role as Director of Tax Services, Gary will lead Modera's tax practice, guide the firm's tax strategy, and work closely with advisors to deliver integrated tax services. His team will join the firm's existing tax group, based in Asheville, NC, creating a team of tax professionals that work with clients across the country.

"I feel strongly that a client is best served when their investment advisor and accountant are in close communication. I always felt that it was a natural fit. This is why we have so many mutual clients; we see the benefits of working together," said Gary. Being part of Modera also provides an environment in which his team can grow. "By joining Modera, we are able to provide additional opportunities for our team and attract talented professionals in new markets. My vision is to look beyond the tax practice to offer estate administration and other services that will benefit our clients."

"Gary and I have worked together for more than 25 years. This is a formalization of a relationship built on shared purpose," said Tom Orecchio, CEO of Modera. "Unified planning across investments, taxes, and estate strategy isn't just a value-add; it's essential to full-service, fiduciary wealth management. Gary's firm has provided tax planning, preparation, and consulting services to Modera and our clients. As a result of this transaction, our clients will have access to sophisticated tax guidance and accounting advisory services as part of our holistic, integrated service model."

About Modera Wealth Management
Modera Wealth Management provides sophisticated wealth advisory, financial planning, investment management, and tax services to individuals, families, nonprofit institutions, and retirement plan sponsors. The firm serves more than 6,000 clients across the country and oversees $15 billion in assets under management as of December 31, 2024. With a strong client-first culture since its inception in 1983, Modera is majority owned by employee shareholders and committed to making a positive and lasting impact on its clients, employees, and communities. Visit ModeraWealth.com to learn more.

Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.

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SOURCE Modera Wealth Management, LLC