Nothing makes us happier than helping you live well.
With us at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer. You’re empowered, supported, and respected.
This is the wealth management experience we want you to have.
Modera Wealth Management
Your financial situation has gotten complex and you recognize the need to simplify. But how?
At Modera, we understand your dilemma. We know that with simplicity comes confidence, and that’s what you desire and deserve. We also know you want to be heard and have your questions answered clearly and concisely by professionals whose job it is to look out for your best interests.
That’s why, as your partner, we will leverage the talents of our team to provide sophisticated, practical, and personalized advice to help provide clarity over your financial future. We have designed our services to meet you where you are, so our solutions are customized for your unique needs and stage in life.
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Who We Help
We strive to deliver sophisticated, fee-only wealth management in a highly personal way.
If you’re a business owner, you probably know how it feels to be spread too thin. Together, we can reduce that strain, so you can operate more efficiently and effectively.
For prospective clients going through a divorce, even contemplating one, we can help you make smart decisions during a difficult time. In the midst of such an emotional...
Together we can help ensure the health of your practice and your financial future. If you’re like most doctors and dentists, you’d rather spend more time focusing on your patients...
Executives come to us for our help to strategize and make the most of their equity-based compensation. Often, their package is so complex they’re worried they'll miss out on...
It is invigorating and rewarding to build your personal wealth. And oftentimes it is even more fulfilling to strategically pass on that wealth to your heirs. We understand that it’s...
Our LGBTQ+ clients have diverse needs and specialized considerations. As advisors and allies, we take special care in listening to and...
In planning an upcoming retirement or having recently transitioned into retirement, having a solid retirement plan is a core part of feeling...
All sophisticated financial planning is nuanced. For special needs families, it’s even more so. We know the terrain well.
Our clients rely on us for reassuring guidance during difficult times. Losing a spouse is a catastrophic life event. And while you’re grieving...
Regardless of your age, marital status or family situation, everyone’s priorities are unique. Learn how we work with female investors.
OUR PEOPLE
We are proactive, positive problem solvers. We foster a culture of excellence and encourage diverse perspectives.
ABOUT US
We started this firm to help people like you.
Financial Planning
Investment Management
HOW WE ARE DIFFERENT
We have a relentless commitment to a client-first, fiduciary approach and helping the families we serve achieve their long-term financial goals.
We are fiduciaries.
We are fee-only.
We are independently managed.
Thought leadership
Read our most recent insights:
Rick Manske, CFP®
Chief Growth Officer
Let's talk about you:
Proudly serving clients for more than 40 years.
Assets Under Management
Please Note: Data as of 12/31/2023. Should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Modera Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
