Allentown, PA Office
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Modera Wealth Management, LLC
Multi-team
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About
Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and stand‑alone financial planning to a mix of individuals (including high‑net‑worth clients), trusts, corporations, and plan sponsors. The firm also offers tax planning and preparation, trust services and business coaching — capabilities expanded by an asset purchase of Ferrentino & Associates LLC in July 2025 that added accounting and tax return services for individuals and small businesses.
Investment strategy is centered on diversified asset allocation using the principles of Modern Portfolio Theory, with portfolios built across mutual funds, exchange‑traded funds and, when appropriate, individual equities and fixed income. Modera tilts equity exposure toward small‑cap and value factors, may allocate to Independent Managers, can recommend private placements for accredited or qualified purchasers, and uses option strategies (covered calls and collars) to manage concentrated positions.
Modera’s combination of enterprise‑scale advisory operations (roughly $17.7 billion in regulatory AUM and over 100 advisors) with an in‑house accounting/tax capability is uncommon among peers. The firm also pairs traditional investment management with ancillary services — including business coaching, some advisers serving as personal trustees, and automated class‑action claim filing through a third‑party provider — creating an integrated adviser/accountant service model that is atypical at this scale.
Based on Modera Wealth Management, LLC
Expertise
Based on Modera Wealth Management, LLC
Location
7540 Windsor Drive, Unit 205
Allentown PA 18106
Advisors at this office
3
Advisors at this office
Omar P
CFP®, Series 65
Allentown, PA
Modera Wealth Management, LLC
Omar Parker Jr. is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes roles at Charles Schwab and Delaware State University, as well as six years in Baltimore County Public Schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and distinguishes itself by integrating investment management with in-house accounting, tax services, and business coaching.
Edwin B
CFP®, Series 63
Allentown, PA
Modera Wealth Management, LLC
Edwin Baldrige III is a CFP® with 31 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he was with Baldrige Asset Management for 24 years and Commodity Exchange Inc for 37 years. He serves as board treasurer for Hawk Mountain Sanctuary and Sustainable Food Alliance, where he is involved in financial oversight and grant approvals. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.
Michael I
CFP®, Series 65
Allentown, PA
Modera Wealth Management, LLC
Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.
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