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Modera Wealth Management
Asheville, North Carolina

Are you looking for a highly personalized wealth management experience in Asheville, North Carolina? 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

Alexa Arnold

IACCP®
Senior Compliance Analyst
Asheville, NC

Anna Bruder

CFP®, FPQP®
Financial Advisor
Asheville, NC

Ashley Gragtmans

BFA™, CFP®, CSRIC®
Wealth Manager, Principal
Asheville, NC

Betsy Cunagin

CFP®, CRPC®
Wealth Manager, Principal
Asheville, NC

Boone Butler

Planning Associate
Asheville, NC

Brian Hjalmarson

CFP®
Senior Financial Advisor
Asheville, NC, Tryon, NC

Brian Smith

Senior Operations Analyst
Asheville, NC

Chad Foster

CFP®, ChFEBC℠, CDFA®
Wealth Manager, Principal
Asheville, NC

Christian Chavez-Alvarez

FPQP®
Portfolio Administrator
Asheville, NC
View All

Talk to an experienced financial planner

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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Asheville, NC

6 Wall Street Asheville, NC 28801

Fee-Only Financial Planning in Asheville & Surrounding Areas

Arden | Asheville | Black Mountain | Buncombe County | Brevard | Candler | Canton | Cashiers | Fairview | Fletcher | Hendersonville | Henderson County | Lake Toxaway | Mills River | Montreat | Pisgah Forest | Sapphire | Transylvania County | Waynesville | Weaverville | Woodfin

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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.