Let Modera help you maximize your success.

Modera advisers understand the unique financial issues that affect executives at career pinnacles.

  • Have a compensation package so complex that you’re worried about missing out on key opportunities or tax reduction strategies?
  • Need help keeping track of your Short-term Incentive Plan (STIP), Long-term Incentive Plan (LTIP), Deferred Compensation, Restricted Stock Units (RSUs), and options to ensure that you don’t leave anything on the table?

  • Concerned that your financial future is too closely tied to the success of your company?

Modera’s thorough financial planning can help you to:

  • Lower your investment risk

  • Pay the least amount of taxes possible over time

  • Maximize the way you use assets to fund your financial goals

  • Limit the correlation of your investment capital and human capital

Contact Us

Ready to hear how Modera can help you to build on your financial success? Contact us.