Modera Wealth Management
Winston-Salem, North Carolina
Are you looking for a highly personalized wealth management experience in the Winston-Salem 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.
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 Triad investment firms, but we hope you consider us. Barron’s ranked us 69th on their 2023 list of Top 100 RIA Firms.
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.
Giving back to our community:
Unrestricted corporate donations:
- 2022: Family Services, Smart Start of Forsyth County, Child Care Resource Center: $15,000
- 2021: Second Harvest Food Bank of Northwest Carolina: $15,000
- 2020: Bookmarks: $20,000
- 2019: Senior Services: $20,000
- 2018: Center for Creative Economy: $20,000
Local sponsorships:
- Moji Coffee Golf Tournament (2023-2024)
- Women 2 Women, Community Foundation of Greater Greensboro (2023-2024)
- Crossnore Communities for Children Golf Tournament (2022-2023)
- Financial Pathways of the Piedmont (2021-2022)
- Leadership WS (2021-2022)
- Wake Forest Resident Spouse Association (2021-2022)
- Second Harvest Food Bank of Northwest Carolina (2022)
- Winston-Salem Symphony (2022)
- Reynolda Home (2021)