Modera Wealth Management, LLC
Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $2.7 billion in regulatory client assets under management as of December 31, 2019. in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own.
Contact Modera Wealth Management, LLC
Advisors at this Office
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
Associates at this Office
Erica Yount
NAPFA Associate
Melissa Boyer, CFP®, RICP®
NAPFA Associate
Advisors at Other Firm Offices
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
Associates at Other Firm Offices
Stephanie Spies, CFP®
NAPFA Associate
John Foligno
NAPFA Associate
Brian Schiess, CFP®
NAPFA Associate
Peter Somich, CFP®
NAPFA Associate
Mark Willoughby, ACA, CFA®, CFP®
NAPFA Associate
Jacob Burleson, CFP®
NAPFA Associate
J. Dawson Fielding
NAPFA Associate
Sandy Patrick
NAPFA Associate
Aaron Mellman
NAPFA Associate
Robert Siefert, CFP®, MBA
NAPFA Associate
Victoria Consoles, CFP®
NAPFA Associate
Meghan Dwyer, CDFA, CFP®
NAPFA Associate
Jennifer Faherty, CFP®
NAPFA Associate
Christopher White, CFP®
NAPFA Associate
Zach Palmer
NAPFA Associate
Dina Megretskaia, CFP®, EA
NAPFA Associate
This Office
7615 Colony Rd Ste 120 Charlotte, NC 28226-5001 Phone: (704) 540-5535Primary Office
56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (301) 998-6595 Fax: (201) 768-1111Other Offices
7615 Colony Rd Ste 120
Charlotte, NC 28226-5001
Phone: (704) 540-5535