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Modera Wealth Management
Westchester County and New York City

Are you looking for a highly personalized wealth management experience in the greater Westchester County or New York City area? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing, and day-to-day guidance — all with a warm, human touch.

Our services:

Whether you’re in need of comprehensive financial planning or need a partner to help you address a specific life event or financial goal, we’re here to help.

We are independent, fee-only financial advisors.

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility. There are many wealth management firms, but we hope you consider us. Barron’s ranked us 34th on their 2024 list of Top 100 RIA Firms.

Talk to an experienced financial planner

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(Modera has a $1M minimum.)

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

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Elizabeth Brozena

Senior Financial Advisor
New York City, NY
Modera-Wealth-New-Jersey-Michael-Gibney-1800px

Michael Gibney

Wealth Manager, Principal
New York City, NY, Westwood, NJ

Molly Rimes

Senior Planning Associate
New York City, NY

Regan Fad, J.D.

General Counsel
New York City, NY

Thomas Ausfahl

Wealth Manager, Principal
New York City, NY
Modera-Wealth-New-York-Timothy-Clark-1800px

Timothy Clark

Wealth Manager, Principal
New York City, NY

Talk to an experienced financial planner

"*" indicates required fields

(Modera has a $1M minimum.)

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

This field is for validation purposes and should be left unchanged.

Get In Touch

New York City, NY

19 West 44th Street, Suite 1100 New York, NY 10036

Fee-Only Financial Planning in New York City & Surrounding Areas

Westchester County | Manhattan | Bronx | Brooklyn | Chelsea | East Village | Greenwich Village | Queens | Upper East Side | Upper West Side | Scarsdale | White Plains | Tarrytown | Mamaroneck | Ossining | Elmsford | Yonkers | Mount Kisco | Larchmont | Chappaqua | Dobbs Ferry | Ardsley | Sleepy Hollow | Croton-on-Hudson | Armonk | Briarcliff Manor | Cortlandt | Rye Brook | New Rochelle | Bronxville | Eastchester

 

Sophisticated wealth management from really nice people.
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