Our Team
Fee-Only Financial Planners in Charlotte, NC
Modera is committed to providing you with a broad range of services to address your entire financial life. Our North Carolina location offers fee-only financial planning in Charlotte and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers.
Proudly an Independent, Fee-Only, Fiduciary Wealth Management Firm
We proudly operate as a fee-only, independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our customers’ interest first, as evidenced by our fee-only fee structure and fiduciary responsibility.
Not all financial advisors are organized or incentivized the same, which is why we’re happy to stand apart and offer our partnership with the confidence that we are not only willing, but obligated to act with your best interests in mind.
Modera Financial Planning & Wealth Management
831 East Morehead Street, Suite 760
Charlotte, NC 28202
(704) 358-3322
7615 Colony Road, Suite 120
Charlotte, NC 28226
(704) 540-5535
Fee-Only Financial Planning in Charlotte & Surrounding Areas
Mecklenburg County – Davidson – Greensboro – Huntersville – Matthews -Raleigh -Durham – Concord – Pineville – Wilmington – Hickory – Lenoir – Asheboro – Winston-Salem – Asheville – Southern Pines – Columbia, SC – Rock Hill, SC – Fort Mill, SC
Our Services
Whether you’re in need of comprehensive financial planning or need a partner to help you address a specific life event or financial goal, we’re here to help.
- Comprehensive Financial Planning
- Tax Planning
- Retirement Planning
- Insurance Planning
- College Planning / Educational Funding
- Estate & Trust Planning
- Investment Planning
Giving Back to our Community
We show our commitment to our communities and local organizations by dedicating our time, financial support, and in-kind donations.