Loading...

Customized and Compassionate Wealth Management Near You

Those who become Modera clients have chosen what we believe we uniquely offer: compassionate, caring, customized, fee-only financial consultation and wealth management. Our financial planning services are tailored to the unique needs of the individuals, families, and businesses we work with. No two financial plans and strategies we employ are the same.

At Modera you will enjoy a collaborative relationship with your team of wealth management and financial planning specialists who are ready to address your needs, guide you around pitfalls, and help you to live your best financial life.

At the Heart of Modera – Long term wealth management and financial planning

Forging long-term relationships that serve you well is at the heart of everything we do. View our video to learn what working with our financial advisors can mean for you.

For privacy reasons YouTube needs your permission to be loaded. For more details, please see our Privacy Policy Notice.
I Accept

Life will take you in many different directions.

Modera is here to help you enjoy the journey.

You’ll receive attentive and thorough financial advice.

Careful consideration and a deep respect of your goals.

A clear map to follow

for every aspect of your financial life

as well as guidance the entire way

from fee-only advisers

committed to acting in your best interest.

Where will your life take you?

Where do you want to go?

How will you get there?

Modera

 

 

Our core financial planning & wealth management services

At Modera, we start every client relationship by learning about you and your goals, so we can personalize a financial strategy to help get you there. Our core financial management services below represent some of the strengths we as financial advisors have, but are in no way limited to the ways we will work to help you achieve your financial goals.

  • Retirement planning and wealth transition services – when it comes to the next chapter in life, whether it be retirement or increasing your investment portfolio, our financial advisors are here to help
  • Income tax strategy – We help you keep as much of your money as possible in the hands of you and your family, not the hands of Uncle Sam.
  • Investment management services – We help clients form investment strategies to grow wealth, preserve principal, and look after the assets accumulated over the years.
  • Estate planning & family wealth transfer – Seek to make sure your legacy, assets, and estate are protected. We initiate those conversations to move your wealth into the hands of those you want to receive it.
  • Risk management services – Don’t risk losing what you’ve worked so hard for with wealth and financial protection through careful insurance strategies.
  • Philanthropic planning – Invest and support the causes you love, in a tax strategic way.

Types of clients our wealth management advisors work with

We have financial advisors who have expertise in working with and personalizing wealth management plans for all types of clients. We have helped countless individuals and families manage personal aspects of their wealth by helping to minimize tax burdens, pass on wealth to children and grandchildren, and provide guidance to help you enjoy your wealth to its fullest while still preserving enough for retirement.

Modera’s wealth management is accompanied by deep caring

As a client, you will experience careful attention to your needs, thorough responses to your questions, and the sense of being consistently cared for. Modera team members are highly trained, dedicated who work in many different capacities to provide you with the exceptional experience you deserve. Get to Know Us better.

You’ll also find our caring extends well beyond our workday and our wealth management services. Our staff members frequently participate in national and local charity events and community service organizations and provide mentoring, support, and counsel to individuals and groups.

Learn more about how we serve our community

We serve individuals, families, trusts, institutions, and philanthropic organizations who seek a team of collaborative and caring partners to provide thoughtful guidance for all their financial needs. If you feel Modera is right for you, please get in touch.