Modera Wealth Management Acquires Northstar Financial Planners, Adding $311.6M in Assets

Deal Summary

Modera Wealth Management, a fee‑only integrator with $17.5 billion AUM, announced the acquisition of Northstar Financial Planners, a Plantation, Florida‑based RIA. The deal adds roughly $311.6 million in assets and brings Northstar’s 6,300 clients and its founder Allen Giese onto Modera’s platform, expanding its Florida footprint.