Modera Wealth Management
Modera Wealth Management

Modera Wealth Management – Financial Advisors in Boston MA

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Modera Wealth Management – Financial Advisors in Boston MA2022-04-15T16:59:50+00:00

If you are looking for an experienced financial advisor in Boston, you’ve come to the right place. At Modera, our highly trained financial professionals have a wide breadth of industry experience and depth of expertise. We use a team approach to make sure that someone who understands your needs is consistently available to help you achieve your financial goals.

Our Team

Fee-Only Financial Advisors Near You in Boston

Modera is committed to providing you with a broad range of financial and wealth management services near you in Boston, MA 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 Financial Planner & Fiduciary Wealth Management Firm in Boston

We proudly operate as a fee-only financial advisor near you in Boston, MA. We are an independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our clients’ interests 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 advisors.

What is a fee-only financial advisor?

A fee-only financial advisor is a financial planner or advisor with a fiduciary duty to act in their clients best interests. Fee-only financial advisors do not accept compensation or commission based on sales, but instead collect a fee through providing comprehensive financial consultation and advice. Our fee-only financial advisors in Boston want to help you achieve your life goals.

As a fiduciary wealth management firm, Modera is required to provide objective advice and a commitment to the highest level of ethics. Our Boston financial advisors all have a fiduciary duty to their clients, and thus are obligated to work in their client’s best interest and give financial advice that is best for their unique situations. Our Boston fiduciary financial advisors always put our client’s best interests over their own; providing all the facts and acting in good faith for every piece of financial and investment advice we offer.

Modera, an independent registered investment adviser, was founded in 1983 as a fee only wealth management firm and remains firmly committed to that philosophy to this day. We strive to provide all our clients with transparent, clear, and individualized financial advice that will not only help them grow their wealth, but enjoy the wealth they have now to live the life they want.

Our wealth management specialists and financial advisors in Boston, Massachusetts 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.

Contact an Experienced Boston Financial Advisor

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    Boston Location

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

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    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

    Contact Us Today

    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.

    Learn more about how we serve our community
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