New York City / Westchester Modera Financial Planners2022-01-11T18:46:24+00:00

Our Team

Fee-Only Financial Planners in New York, NY

Modera is committed to providing you with a broad range of services to address your entire financial life. Our New York location offers fee-only financial planning in New York City, Westchester County, 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 clients.

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 clients’ interest first, as evidenced by our fee-only fee structure and fiduciary responsibility.

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Modera Financial Planning & Wealth Management

200 Park Avenue, Suite 1700, New York, NY 10166

800 Westchester Avenue, Suite N-641, Rye Brook, NY 10573

(914) 232-3773

Fee-Only Financial Planning in New York City & Surrounding Areas

Westchester County –  Manhattan – Bronx – Brooklyn – Chelsea – East Village – Greenwich Village – Queens – Upper East Side – Upper West Side –  Scarsdale – White Plains – Tarrytown – Mamaroneck – Ossining – Elmsford – Yonkers – Mount Kisco – Larchmont – Chappaqua – Dobbs Ferry – Ardsley – Sleepy Hollow – Croton-on-Hudson – Armonk – Briarcliff Manor – Cortlandt – Rye Brook – New Rochelle – Bronxville – Eastchester

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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