Get sophisticated wealth management. From really nice people.

With Modera, you benefit from the support of highly experienced advisors in the disciplines that contribute to peace of mind and positive outcomes — financial planning, investment management, tax strategy, retirement planning, philanthropy and much more.

The people you work with are hard-working, exacting, and detailed-oriented. They’re also warm, down-to-earth, and team-oriented. (Egos aren’t our thing.) Each of us is motivated by the same deep-rooted desire — to do everything in our power to help you prosper.

Meet our team, by role:

By location: