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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.

At the Heart of Modera

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

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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?

Modera

Modera’s financial counseling 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 people 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.

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.