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Modera Wealth Management
New Providence, New Jersey

Are you looking for a highly personalized wealth management experience in the greater Union County 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.

Talk to an experienced financial planner

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(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.

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Jennifer Murray

Wealth Manager, Principal
New Providence, NJ

Lesley Haber

Client Service Associate
New Providence, NJ
Modera-Wealth-New-Jersey-Mindy-Neira-1800px

Mindy Neira

Wealth Manager, Principal
New Providence, NJ, Westwood, NJ

Nicole Wegman

Wealth Manager
New Providence, NJ

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

New Providence, NJ

139 South Street, Suite 204 New Providence, NJ 07974

Fee-only financial planning in New Providence & surrounding areas:

Union County | Morris County | Essex County | Summit | New Providence | Berkeley Heights | Chatham | Scotch Plains | Westfield | Madison | Short Hills | Maplewood | Morristown | Millburn | Gilette | Stirling | Cranford | Mendham | Basking Ridge | Warren | Middlesex County | Somerset County

Sophisticated wealth management from really nice people.
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