Let Modera help you prosper.
Modera advisors have specific experience addressing issues that affect firm partners.
- Worried that your firm’s success is too connected to your own future wellbeing?
- Concerned you’re not saving enough for retirement?
- Wondering if you’ll be able to sell at a profit one day?
Modera’s thorough financial planning can help you to:
Lower your practice’s 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
Believe Modera makes sense for the success of your firm? Contact us.