#United States #Albany #Wealth Management #Modera Wealth Management #Aaron Lieberman

Modera Wealth Management Enhances New York Presence

Modera Wealth Management, LLC, a distinguished fee-only advisory firm focused on serving individuals, families, business owners, and nonprofit organizations, has made notable strides in expanding its New York footprint. The firm recently announced that Aaron Lieberman, the founder of Albany-based Marathon Wealth Management, has joined its ranks as a wealth manager and principal. This strategic move not only integrates Lieberman's expertise into Modera but also adds approximately $155 million in assets under management (AUM) to the firm’s portfolio, signaling a robust strengthening of their presence in New York's Capital Region.

Lieberman has built his career around a fundamental principle: to simplify the financial lives of his clients and instill confidence in their decision-making. As he transitions to his new role with Modera, he aims to continue fostering strong client relationships throughout the Capital Region and Long Island, while also mentoring the next generation of financial advisors. According to Tom Orecchio, CEO of Modera, "Aaron's success stems from a genuine commitment to client care. He believes that financial advice should simplify life, not complicate it." This philosophy resonates deeply with Modera's own values, fostering a strong alignment between Lieberman's mission and the firm’s client-centric approach.

Joining forces with Modera presents Lieberman a unique opportunity to further develop his practice whilst laying the groundwork for the future of his team. It assures clients continuity of support from familiar faces while granting them access to a wider array of resources and a dedicated team of financial professionals. Lieberman, who is a CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst, has a specific focus on clients nearing retirement. His perspective is that this life stage is not an endpoint but rather a time for renewed life alignment. "The clients I work with are looking for ways to thoughtfully plan their post-retirement lives, integrating their passions and financial strategies," said Lieberman. "I am dedicated to guiding them in that direction with clarity and confidence. By joining Modera, I gain an even more powerful platform to support those aspirations."

Modera Wealth Management has established a strong reputation for delivering comprehensive wealth advisory services, which include financial planning, investment management, and tax services to both individual clients and nonprofit institutions. As of December 31, 2025, the firm had over 6,300 clients nationwide and managed $17.5 billion in assets, a testament to its commitment to a client-first culture since its inception in 1983. With the majority of ownership held by employee shareholders, Modera is dedicated to making a significant impact on its clients, employees, and communities at large.

For more information on Modera Wealth Management and their suite of services, please visit ModeraWealth.com.

About Modera Wealth Management

Modera Wealth Management provides comprehensive wealth advisory, financial planning, investment management, and tax services to individuals, families, nonprofit institutions, and retirement plan sponsors. The firm's principle of prioritizing client relationships has remained a cornerstone of its operations, allowing them to build lasting connections within the community and the clients they serve. As it continues to grow, Modera remains committed to its foundational values and the long-term success of those it advises.