About
With a client-first philosophy, they provide personalized, sophisticated advice to simplify complex financial situations. Their services include financial planning, investment management, and tax services, tailored to meet the unique needs of each client. Modera Wealth serves a diverse range of clients, including business owners, executives, families, and individuals with special needs. They are committed to delivering unbiased, commission-free advice and have a relentless focus on helping their clients achieve financial clarity and peace of mind. With a strong track record of success, Modera Wealth has maintained a client-first approach since its inception in 1983, making them a trusted partner for individuals seeking expert financial guidance.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Financial Planning
Modera Wealth works closely with clients to review and implement a strategic plan spanning retirement planning, estate planning, income tax planning, and risk analysis.
Investment Management
Their investment philosophy is centered on building cost-effective, broadly diversified portfolios, cost-effective implementation, and a comprehensive approach to the investment process that achieves client goals.
Tax Services
Modera Wealth provides tax services to help clients navigate complex tax situations and minimize their tax liability.