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Modera Wealth Management
Southern Pines, North Carolina

Are you looking for a highly personalized wealth management experience in the greater Southern Pines and Pinehurst 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.

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(Modera has a $1M minimum.)

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Samantha Cruzado

Client Service Associate
Southern Pines, NC

Scott Kittrell

Senior Financial Advisor, Principal
Southern Pines, NC
Former Parsec Client Hub

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

Southern Pines, NC

140-B SW Broad St. Southern Pines, NC 28387

Fee-Only Financial Planning in Southern Pines & Surrounding Areas

Aberdeen | Cary | Chapel Hill | Cumberland County | Fayetteville | Lee County | Moore County | Pinehurst | Raleigh | Rockingham | Rocky Mount | Sanford | Wake County | Wilmington

Sophisticated wealth management from really nice people.
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