Fee-Only Financial Planners in Inverness, FL
Modera is committed to providing you with a broad range of services to address your entire financial life. Our Florida location offers fee-only financial planning in Inverness 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 advisors.
What is a fee-only financial planner?
A fee-only financial planner is a type of financial planner who has a fiduciary duty to act in the best interest of their clients. By accepting payment as a fee instead of a commission on a product, we are able to act in your best interest and avoid conflicts that may influence how a commission-based advisor may handle your portfolio. Our fee-only financial planners in Inverness 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 seventeen Modera employees, all of whom are wealth managers, are the sole owners.
Our staff and colleagues at Modera of Inverness, Florida regularly give back to their community by participating in charity events. John Ceparano is an active member of the Central Citrus Rotary Club, which is a foundation that aims to advance world understanding, improve public health, support education, and alleviate poverty.
Modera Florida held a gift-wrapping party to support the Boys and Girls Club of Citrus County. The Boys and Girls Club provides a safe and constructive environment for children between the time they leave school and the time their parents arrive home from work.
Modera Florida has also participated in the Free to Breathe event, raising awareness for lung cancer. John Ceparano and Kevin Sweeney were honored as top individual fundraisers for the event.
Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450
Fee-Only Financial Planning in Inverness & Surrounding Areas
Citrus County – Ocala -The Villages – Hernando County – Tampa – Fort Lauderdale – Boca Raton – Delray – Palm Beach – West Palm Beach – Orlando
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
College Planning / Educational Funding
Estate & Trust 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.