Read our recent insights:

Modera firm news:

Modera media mentions:

Get to know the team at Modera:

Golfing & Investing

Fly Fishing & Investing

Get to Know Erica Yount

Get to Know Kelly Henning

Get to Know Dina Megretskaia

Read our latest thought leadership:

What To Do When I Die Guide
Succession Planning Guide for Small Businesses
Financial Guide to Divorce
Fundamentals of Estate Planning Personal Finances Guide
Buying a Home Personal Finance Guide
Invest in Your Child’s Future with a 529 Plan

Learn more about our services:

Modera brochure
Modera quick facts
Modera cyber-security brochure
Evidence-based investing whitepaper