Perhaps you’re wondering, “Is Modera a good fit for me?”

We may be, if you’re looking for advisors who will strive to provide you with a high level of care and attention, examine and evaluate your entire financial picture, offer prompt responses to your questions, and present you with customized solutions that always put your interests before our own.

Every Modera advisor is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, able to support the financial needs of individuals, couples, families, and retirees. We also have extensive experience addressing the unique issues that affect:

Of course, these are just examples. Whether or not you can place yourself squarely in one of these categories or relate to these scenarios, if you feel a conversation with us would be worthwhile, we would too.

You will find us candid and caring, sophisticated in our approach, transparent in our communications, and very attentive and supportive.

Sound good? Please contact us to see how we can help you.