Charlotte, NC Modera Financial Planners

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 seventeen Modera employees, all of whom are wealth managers, are the sole owners.

Our staff and colleagues at Modera in Charlotte, North Carolina regularly participate in fundraising and charity events to support and empower their local community. Modera North Carolina purchased gifts for Kids First of the Carolinas, making their wishes come true. Kids First of the Carolinas is a non-profit organization that provides local children with Easter, Christmas, and Thanksgiving dinner, and supports local children through back-to-school and holidays.

On September 10, several colleagues from our Charlotte office dug in for a maintenance project at Independence Park, working side by side with the park’s Horticulture Team to trim trees, clear away debris, pull weeds, and apply mulch to help beautify one of the natural garden areas. Afterwards they lunched at a “Restaurants for Rescues” participant, one of many local establishments that sent a percentage of their proceeds from that day to the Humane Society of Charlotte.