OUR STORY
Nothing makes us happier than helping you live well.
Modera’s roots date to 1983. That’s when our predecessor firm established itself as one of the country’s first fee-only advisories, to align the best interests of the firm and its clients.
Modera (mod·er·a)
The Latin word “modera” loosely means to provide management/direction or to moderate in a controlled manner.
We strive to deliver sophisticated, fee-only wealth management in a highly personal way. We:
- are a fee-only, registered investment advisor.
- are a fiduciary, always acting in our clients’ best interest.
- have grown to more than 200 employees in 16 offices along the East Coast.*
- manage $12.5 billion in assets for more than 5,700 individuals, families and businesses.*
- are proudly a majority employee-owned firm run by a board of managers. Approximately one-third of Modera’s staff are shareholders; we truly care about our business and its long-term viability!*
*As of Dec. 31, 2023
Core purpose:
To make a lasting, positive impact on the lives of our clients and colleagues.
Our three core values guide us:
1. Confident humility
2. Contagious growth mindset
3. Trusted relationships
“We started this firm to help people like you.”
Read our CEO Tom Orecchio’s thoughts on what it means to be a Modera client.
A history of strategic growth:
Our growth has been driven by a desire to give clients an exceptionally personal service experience, and access to new investment opportunities. Ultimately, we’ve grown in those special moments when we’ve connected with firms and individuals who share our distinct combination of professional excellence and friendly, relatable work style.
There are more benefits to our increased scale: Streamlining and centralizing our operations lets us focus even more attention on you. Expanding our brain trust puts tremendous expertise at your disposal. Consolidating the pool of assets we manage gives you access to new investment opportunities, and gives us the power to negotiate lower fees on your behalf.
Start A Conversation
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. This casual conversation is a chance for us to get a better sense of your situation and needs, so we can suggest ways we can help.
