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.