Modera Wealth Management

At Modera, we believe that the purpose of wealth management is more than just growing your assets - it's about living well. Our team of experienced professionals is dedicated to providing personalized and unbiased guidance to help you achieve your financial goals.

Our Story

Modera's roots dates back to 1983 when our predecessor firm established itself as one of the country's first fee-only advisory firms. Over the years, we have remained committed to our client-first philosophy, delivering sophisticated and practical advice to help individuals and families achieve their long-term financial goals.

Our Services

At Modera, we offer a comprehensive range of services designed to simplify your financial life. Our approach is centered on building strong relationships with our clients, understanding their unique needs and goals, and providing customized solutions to meet those needs.

Specialties

We have extensive experience working with a wide range of clients, including:

• Business Owners: We understand the unique financial challenges faced by business owners, and we are dedicated to helping them navigate the complexities of wealth management.

• Executives: Our team of experts has helped numerous executives achieve their financial goals, whether it's designing a customized investment strategy or providing guidance on equity-based compensation.

• Families: We take a personalized approach to working with families, helping them build their wealth, manage their risk, and achieve their long-term financial goals.

• Special Needs: Our team has a deep understanding of the specialized financial planning needs of families with special needs.

• Retirees: We help individuals in retirement create a sustainable income stream, manage their assets, and enjoy their golden years with peace of mind.

• Doctors and Dentists: Our team has extensive experience working with healthcare professionals, helping them navigate the complexities of medical practice ownership and optimize their financial well-being.

• LGBTQ+: We are committed to providing tailored guidance to LGBTQ+ individuals and families, understanding the unique financial challenges they may face.

• Surviving Spouses: Our team is dedicated to providing compassionate and personalized support to surviving spouses, helping them navigate the complexities of estate planning and wealth management.

What Sets Us Apart

At Modera, we are committed to a client-first philosophy, which means we prioritize our clients' interests above all else. We believe that transparency and objectivity are essential in the wealth management process, which is why we are fee-only and do not accept commissions or product placements. We are also independently owned and managed, giving us the freedom to make decisions that prioritize our clients' best interests.

Our Team

Our team of experienced professionals is dedicated to providing personalized and unbiased guidance to help our clients achieve their financial goals. From experienced advisors to administrative support staff, our team is committed to delivering exceptional service and expertise to our clients.

Our Approach

At Modera, we believe that the key to successful wealth management is building strong relationships with our clients, understanding their unique needs and goals, and providing customized solutions to meet those needs. We take a comprehensive approach to wealth management, incorporating elements such as:

• Investment Management: We believe in building cost-effective, broadly diversified investment portfolios that align with our clients' goals and risk tolerance.

• Financial Planning: Our team of experts will work closely with you to develop a comprehensive financial plan that takes into account your unique needs, goals, and circumstances.

• Estate Planning: We understand the importance of estate planning and will work closely with you to ensure that your wishes are carried out and your family is protected.