Modera Wealth Management
Modera Wealth Management
Westwood, NJ Financial Planners – Modera Wealth Management2022-04-29T14:32:40+00:00

If you are looking for an experienced financial advisor near you in New Jersey, you’ve come to the right place. At Modera Wealth Management, our highly trained financial professionals have a wide breadth of industry experience and depth of expertise. We use a team approach to make sure that someone who understands your needs is consistently available to help you achieve your financial goals.

Our Team

Fee-Only Financial Planners Near You in Westwood, NJ

Modera is committed to providing you with a broad range of financial and wealth management services near you in Westwood, NJ to address your entire financial life. Our Westwood NJ wealth management firm offers fee-only financial planning in New Jersey 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 Financial Planner & Fiduciary Wealth Management Firm in New Jersey

We proudly operate as a fee-only financial advisor near you in Westwood, NJ. We are an 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’ interests 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 financial planner that does not accept commission on product sales, but instead only accepts payment as a fee for time and advice. By removing a commission based pay structure, we are better able to enact a fiduciary relationship to our clients. The Modera team of fee-only financial planners in Westwood have a fiduciary duty to your best interests as our client.

As a fiduciary wealth management firm, Modera is required to provide objective advice and a commitment to the highest level of ethics. Our New Jersey financial advisors all have a fiduciary duty to their clients, and thus are obligated to work in their client’s best interest and give financial advice that is best for their unique situations. Our New Jersey fiduciary financial advisors always put our client’s best interests over their own; providing all the facts and acting in good faith for every piece of financial and investment advice we offer.
Modera, an independent registered investment adviser, was founded in 1983 as a fee only wealth management firm and remains firmly committed to that philosophy to this day. We strive to provide all our clients with transparent, clear, and individualized financial advice that will not only help them grow their wealth, but enjoy the wealth they have now to live the life they want.

The people of Modera in Westwood, New Jersey regularly give back to the communities they live and work in. Jennifer Faherty is a volunteer for Dress for Success, participating in fundraising events and offering career coaching to women. Dress for Success is a non-profit organization that provides a network of support and professional attire for women to thrive in their professional lives.

Modera New Jersey donated non-perishable items to the Helping Hand Food Pantry in Hillsdale. The Helping Hand Food Pantry is a non-profit organization that is entirely staffed by volunteers and serves over 1200 people every month, including senior citizens, the disabled, veterans, and active military.

Our colleagues sponsored 50 children from The Phoenix Center. Founded in 1991, The Phoenix Center is a not-for-profit school that serves students between the ages of 5 and 21 with autism and other intellectual and behavioral disabilities.

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    We are able to accommodate meetings with clients in our New York office:  200 Park Avenue, Suite 1700, New York, New York

    Fee-Only Financial Planning in Westwood & Surrounding Areas

    Bergen County – Westchester County – Hillsdale – River Vale – Ridgewood – Ramsey – Old Tappan – Demarest – Rockleigh – Closter – Woodcliff Lake – Paramus – Park Ridge – Emerson – Montvale – Washington Township – Wyckoff – Saddle River – Cresskill – Edgewater – New York City

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    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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