At Modera Wealth Management, we work to lead our clients toward the attainment of their financial aspirations. As fiduciaries, we put our clients’ interests first, while upholding the highest levels of integrity and professionalism. We serve our clients the way we would want to be treated ourselves, by partnering with them in a respectful, collaborative relationship based on full transparency and responsive service.
Modera provides wealth management and portfolio management services to individuals, families, trusts, institutions and philanthropic organizations. The Modera name, derived from a Latin translation meaning “direction” and “management,” reflects our mission to continue to provide sound financial guidance and tailored investment solutions for our clients.
Dedication to Independence
As a 100% employee-owned Registered Investment Advisor, Modera is committed to providing unbiased financial guidance to meet your unique goals. We are free to evaluate all available products and solutions for our clients. Clients can be confident that we are committed to their success and that our recommendations are based exclusively on merit and consistency with their overall strategy.
High Ethical Standards
As your fiduciary, we are legally obligated and personally committed to maintain an allegiance of confidentiality, trust, loyalty, and disclosure to you. Unlike many financial services firms, we have no hidden fees, incentives, or compensation that may prevent us from providing advice in your best interest.
Our commitment is placed in writing, with any actual or potential conflicts of interest fully disclosed. We follow the National Association of Personal Financial Advisors (NAPFA) Fiduciary Oath and Code of Ethics, which establishes the highest principles and standards in the industry.
Breadth of Expertise
Our team is made up of professionals with extensive experience, depth, and skills in financial planning and investing, including CERTIFIED FINANCIAL PLANNER™ professionals, CFA® Charterholders, tax specialists, and others with advanced degrees and designations. Our broad capabilities allow us to address both fundamental and complex financial situations with clarity and efficiency in a comprehensive yet personalized approach.
A Boutique Approach with Large Firm Resources
While multifaceted in our capabilities, we are singular in our commitment to providing customized solutions and responsive services. Our size offers the resources and capabilities of a large practice with the personalized attention of a boutique firm. Through a team-centered approach, our wealth managers and client service specialists are readily available to assist you with your distinct goals and needs.