Our Team

Fee-Only Financial Planners in Boston, MA

Modera is committed to providing you with a broad range of services to address your entire financial life. Our Massachusetts location offers fee-only financial planning in Boston 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 registered financial planner or advisor with a fiduciary duty to their clients best interests. Fee-only financial planners do not accept compensation or commission based on sales, but instead collect a fee through providing comprehensive advice. Our fee-only financial planners in Boston want to help you achieve your life 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.

Our colleagues in the Boston, Massachusetts location regularly participate in community events to benefit the community and raise financial awareness. Dina Megretskaia participated in the Volunteer Income Tax Prep free tax prep program in Norristown, Pennsylvania for the Philadelphia Campaign for Working Families. The Campaign for Working Families is a non-profit organization that provides free tax preparation services to maximize tax returns for working families in Southeastern Pennsylvania and Southern New Jersey.

Modera Massachusetts participated in Operation Santa by obtaining letters written by children to Santa and fulfilling their holiday wishes.

Associates of our Boston, Massachusetts location assembled care packages for Rosie’s Place. Rosie’s Place was the first women’s shelter founded in the United States and provides shelter, food, and education for underprivileged women.

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Modera Financial Planning & Wealth Management

535 Boylston St., Suite 300, Boston, MA 02116
(617) 247-0518

Fee-Only Financial Planning in Boston & Surrounding Areas

Allston – Back Bay – Bay Village – Beacon Hill – Brighton – Charlestown – Chinatown/Leather District – Dorchester – Downtown Boston – East Boston – Fenway Kenmore – Hyde Park – Jamaica Plain – Mattapan – Mission Hill – North End – Roslindale – Roxbury – South Boston – South End – West End – West Roxbury

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.