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.

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.

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 owned.

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.

Rick Manske, CFP®

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

Proudly serving clients for more than 40 years.

Assets Under Management
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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.

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Sophisticated wealth management from really nice people.

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