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Modera Wealth Management
Plantation, Florida

Are you looking for a highly personalized wealth management experience near Plantation Florida? 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.

 

Exterior image of the Plantation FL office entrance

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.

 

Learn more about how our team works with Florida Retirement System (FRS) Special Risk Employees.

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.

Talk to an experienced financial planner

Allen Giese

ChFC®, ChSNC®, CLU®
Wealth Manager, Principal
Plantation, FL

Gary Gonzalez

Strategic Client Advisor
Plantation, FL

Joseph Valerio

CFP®, EA
Financial Advisor
Plantation, FL

Maria Ximena Gutierrez

Client Service Associate
Plantation, FL

Stacy Saavedra

Senior Client Service Specialist
Plantation, FL
Former Northstar Client Hub

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.

Get In Touch

Plantation, FL

1250 S. Pine Island Road, Suite 275, Plantation, FL 33324

Fee-Only Financial Planning in Plantation & Surrounding Areas

Fort Lauderdale | Hollywood | Boca Raton | Pompano Beach | Palm Beach | West Palm Beach | Miami | North Miami | Davie | Miami-Dade County

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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.

Speak with an Advisor

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.