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.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Modera’s core mission is to make a lasting, positive impact on the lives of our colleagues and clients. The greatest factor in our future success is our ability to support, develop and retain talented people. We are always searching for talented professionals who share our love of helping clients live well.
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
