Modera Wealth Management
Lehigh Valley, Pennsylvania

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 Pennsylvania 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.

Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville, South Asheville, and Tryon offices are closed, and communication will be redirected to one of our other locations where someone can assist you.