Our Team
Elizabeth Brozena
Financial Advisor
Julie Rial
Senior Client Service Advisor
Thomas Ausfahl, CFP®
Principal & Wealth Manager
Timothy Clark
Principal & Wealth Manager
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.
Modera Financial Planning & Wealth Management
200 Park Avenue, Suite 1700, New York, NY 10166
800 Westchester Avenue, Suite N-641, Rye Brook, NY 10573
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
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.
