Our Team

Fee-Only Financial Planners in Atlanta, GA

Modera is committed to providing you with a broad range of services to address your entire financial life. Our Georgia location offers fee-only financial planning in Atlanta 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.

Our fees are paid by our clients, so we can act in the interests of our clients. We don’t participate in commissions or referral fees that may influence the decision of other advisers.

What is a fee-only financial planner?

A fee-only financial planner is a classification of financial planner who does not accept commissions or compensation for product sales and acts as a fiduciary for their clients. By not accepting commissions, a fee-only financial planner is able to provide more objective advice and work in your best interest instead of what will make the financial planner the most money. Our fee-only financial planners in Atlanta act as a fiduciary and want to help you realize your financial goals.

As a fiduciary, Modera is required to provide objective advice and a commitment to the highest level of ethics.

As an independently-owned organization, we are unaffected by the influence of shareholders or other third parties. Under our ownership structure, we are owned by a corporation of which ten Modera employees, all of whom are wealth managers, are the sole owners.

The Modera team in Atlanta, Georgia regularly participates in community events to raise financial awareness. Recently, Ryan Pope spoke at Georgia Tech about how to understand their finances both during and after their college experience.

We have supported All About Developmental Disabilities by shopping for holiday gifts and hosting a gift-wrapping event with family and friends. AADD provides outreach services, family support, benefits consulting, and a community trust for people with developmental disabilities and their families.

Colleagues from Modera Georgia donated chemo comfort kits to patients of CancerCare and offered a free hotline for families affected financially by a cancer diagnosis. CancerCare is an organization that provides counseling, support groups, education, and financial assistance to those diagnosed with cancer and their families.

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Modera Financial Planning & Wealth Management

5555 Glenridge Connector, Suite 150, Atlanta, GA 30342
(678) 833-1166

Fee-Only Financial Planning in Atlanta & Surrounding Areas

Buckhead – Dunwoody – Northside – Perimeter – Sandy Springs

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.