Modera’s Commitment to You

Modera is committed to providing you with a broad range of services to address your entire financial life, along with care and attention that includes:

  • A collaborative, consultative, and personalized approach with careful oversight on our part

  • Support for your goals based on decades of research and experience

  • Identifying and diminishing potential risks

  • Complete transparency about our services and fees

  • Regular communications by phone or in person to ensure that you’re always up to date

We care deeply about helping you, which is why our relationships frequently last for decades. You can meet or speak with us as often as you like – though we have found that typically two formal discussions per year works quite well.

Please bring us your questions at any time. We won’t consider the conversation over until you get all the answers you need. And there are no extra charges for calls or meetings, regardless of how often they happen.

Here’s just a handful of the many financial planning services we can provide to you:

Investment Management

Retirement Planning

Tax Planning and Tax Reduction Strategies

Cash Flow Planning

Estate and Trust Planning

Insurance Planning

College Planning

Wealth Transfer Strategies

Charitable Giving

A Summary of Your Advisory Relationship
Your First Year With Us
Questions You May Have