We have an uncomplicated mission.
We want to relieve pressure on you. In its place, we instill a sense of calm and order. We give you the power and freedom to live your life as closely as possible to the way you dream it can be — all within your resources and in sync with your personal values.
Our relationship is a thousand conversations.
We talk about where you came from, and where you want to go. We discuss your plans for your career and your family, the passions that drive you. We delve into the challenges and complexities you face in a modern world and the worries that visit in the middle of the night. Over time, our dialogue just gets richer and more fruitful.
Our ongoing conversations create connection and clarity.
Together with our skills as precise listeners and communicators is our expertise as planners and strategists. Your vision comes into sharp focus first as a detailed financial plan. It also gets expression as an investment strategy that reflects your unique goals, plans, time horizon, risk tolerance, tax considerations and more.
You are in charge. You hand the heavy lifting off to us.
You experience a lift in mood. It comes from retaining control over your financial life, while leaving the specialized analysis and detailed execution to us. You command the combined talents of our entire team. We present you with carefully considered, clearly defined options. Then you make empowered, informed decisions.
Our relationship with you is rooted in respect.
You’re surrounded by people hand-selected for their combination of professional excellence and down-to-earth humility. With Modera, you feel respected, supported, and heard. Your happiness and peace of mind are our central concern, every day.
Reach out if you want to learn more.
Selecting the right advisor isn’t easy. Making a good fit, however, can have a huge positive impact on your life. If you think we may be what you’re looking for, we invite you to contact us. You can tell us about your situation, needs, and plans. We’ll address in more detail how we can help.