As many investors learned during the tumultuous year of 2020 and the difficult markets of 2022, reliable financial and market advice has never been more valuable. And yet, when the markets are experiencing wild swings such as those we saw during the pandemic or falling into doldrums as they did last year, the headlines in the financial news media can make it hard to know which information is helpful and which you would be better off ignoring. Certainly, in an atmosphere of financial uncertainty, investors tend to be more concerned about their investments and what to do. This makes it vital to have confidence in your financial advisor.
But is there a way to know whom you should trust to help you make the best long-term financial decisions? Consider the following when selecting an advisor with a brokerage firm or an investment advisory firm:
We are professional, fee-only wealth managers. Furthermore, we are fiduciaries. That means we are professionally and ethically bound to provide information that places your interests ahead of everything else, in every circumstance.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.
This material is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This material is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this material are relevant as of the date of publication and are subject to change without notice based on changes in the law and other conditions.
Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.
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