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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.

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.

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.

We started this firm to help people like you.

Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms.

Financial Planning

Having a strong financial plan can add confidence, clarity, and simplicity to your life. We work closely with you to review and implement a strategic plan spanning retirement planning, estate planning, income tax planning and risk analysis.

Investing

Our investment philosophy is centered on building cost-effective, broadly diversified portfolios, cost-effective implementation, and a comprehensive approach to the investment process that achieves client goals. We will construct a portfolio that has a target rate of return, as determined by the objectives of our clients. This approach aligns well with the fiduciary responsibilities we have for our clients.

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.

Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind. Our model of unbiased advising that is not commission-based or product-focused is becoming harder to find.

We are fee-only.

Fee-only means we receive payment for our advisory services only in the form of fees paid by our clients for our advice. We are not compensated through commissions. This ensures aligned interest in your success.

We are independently managed.

We are independently managed and majority employee-owned and controlled, at a time when independent advisory firms are being aggressively consolidated by aggregator firms who do not share our client-first focus.

Thought leadership

Read our most recent insights:

‘Tis the Season: How to gift wisely and safely

Holiday Conversations: Talking to your loved ones about finances

Veterans Benefits: A Tool for Financial Planning

Charitable Giving: Create a Legacy in Your Estate Plan

Medicare Enrollment and Health Savings Accounts: Important to Know

Investment Commentary: Q3 2024

Chief Growth Officer

Let's talk about you:

Do we sound like the right firm to help you tame the complexity in your financial life and manage your significant wealth? If so, we should get to know a little more about each other.

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Recognition

Awards Methodology and Disclosures

Proudly serving clients for more than 40 years.

Assets Under Management

$ 0 B

Client Retention Rate

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Average Client Tenure in Years

Currently Serving

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Please Note: 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.