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Modera Wealth Management

Financial Services · United States

Website

About Modera Wealth Management

Industry
Financial Services
Company size
51-200 employees
Headquarters
Westwood, NJ
Company type
Privately Held

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries - those legally bound to act in your best interest - will provide you with objective advice and peace of mind.

Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.

Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.

Specialties

  • Wealth Management
  • Financial Planning
  • Fee-Only
  • Financial Advisor
  • Financial Planner
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Risk Management
  • Educational Funding
  • Family Gifting
  • Charitable Intent
  • Cash Flow Budgeting
  • and Goal Identification

Company locations

  • 56 Jefferson Ave, Westwood, NJ 07675, US

  • 535 Boylston St, Suite 1101, Boston, Massachusetts 02116, US

  • 221 W Main St, Inverness, Florida 34450, US

  • 5555 Glenridge Connector, Suite 150, Atlanta, Georgia 30342, US

  • 6101 Carnegie Blvd, Suite 220, Charlotte, NC 28209, US

  • 620 Lee Rd, #100, Wayne, PA 19087, US

  • 19 West 44th Street, Suite 1100, New York, NY 10036, US

  • 7601 Lewinsville Road, Suite 210, McLean, VA 22102, US

  • 7540 Windsor Dr., Suite 205, Allentown, PA 18195, US

  • 139 South Street, Suite 204, New Providence, NJ 07974, US

  • 100 N Cherry St., Suite 505, Winston-Salem, North Carolina 27101, US

  • 22 Depot St, Tryon, North Carolina 28782, US

  • 140 b SW Broad St, Southern Pines, North Carolina 28387, US

  • 85 Peachtree Rd, Asheville, North Carolina 28803, US

  • 6 Wall St, Asheville, North Carolina 28801, US

  • 6700 Fairview Rd, Suite 360, Charlotte, North Carolina 28210, US

  • 200 Lowder Brook Dr, Suite 2600, Westwood, Massachusetts 02090, US

  • 582 Bellerive Rd, 4D, Annapolis , Maryland 21409, US

  • 409 Love Point Rd, Stevensville, Maryland 21666, US

  • 800 Kinderkamack Rd, Ste. 301 N., Oradell, New Jersey 07649, US

Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.

On LinkedIn

Followers
4,207
People linked to this company
211

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.