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Modera Wealth Management
South Asheville, North Carolina

Are you looking for a credentialed tax team who works alongside your financial advisor to minimize your tax liability? We are happy 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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Beth Downer

Senior Tax Specialist
South Asheville, NC

Candice Canino

Tax Manager
South Asheville, NC

Greg Wilkie

Tax Specialist
South Asheville, NC

Julie Wilkerson

Tax Specialist
South Asheville, NC

Katie Wilken

Senior Tax Operations Administrator
South Asheville, NC

Mollie Swann

Tax Manager
South Asheville, NC

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.

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85 Peachtree Road Asheville, NC 28803
Sophisticated wealth management from really nice people.
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