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Modera Fee-Only Financial Planning2019-06-11T20:12:26+00:00

Customized, Compassionate Financial Guidance

Those who become Modera clients have chosen what we believe we uniquely offer: compassionate, caring, customized, fee-only financial guidance.

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

We serve individuals, families, trusts, institutions, and philanthropic organizations with at least $2 million in investment assets. If you feel Modera is right for you, please get in touch.

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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?


Our Insights

Special Needs Trusts for Gifting and Inheritance

If you have a minor or adult child with special needs, financial concerns are likely top of mind. Often, family members or close friends want to help you by gifting to your child or leaving an inheritance to them. Though this generosity may be appreciated, there can be unintended side effects of gifting outright to someone who has special needs.

Financial Planning for a Loved one with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

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