Your Goals.
Our Guidance.

As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests. We provide objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions.

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