Modera Wealth Management
Modera Wealth Management

New York City / Westchester Modera Financial Planners

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New York City / Westchester Modera Financial Planners2022-04-18T18:00:48+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.

Contact an Experienced New York Financial Advisor

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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

    Accolades and Recognition

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