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Modera Wealth Management, LLC

Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $4.95 billion in regulatory client assets under management as of December 31, 2020, we operate on a fee-only model that puts our clients’ needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.

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Advisors at this Office

Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

Modera Wealth Management, LLC

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Contact Modera Wealth Management, LLC

This Office

7615 Colony Rd Ste 120 Charlotte, NC 28226-5001 Phone: (704) 540-5535

Primary Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (301) 998-6595 Fax: (201) 768-1111

Other Offices

831 E Morehead St Ste 760 Charlotte, NC 28202-2731 Phone: (704) 358-3322

7615 Colony Rd Ste 120 Charlotte, NC 28226-5001 Phone: (704) 540-5535

620 Lee Rd Ste 100 Wayne, PA 19087-5650 Phone: (610) 695-8070

5555 Glenridge Connector, Ste 150 Atlanta, GA 30342-4740 Phone: (678) 385-1166

221 W Main St Ste A Inverness, FL 34450-4810 Phone: (352) 746-4460 Fax: (352) 746-0816

535 Boylston St Ste 300 Boston, MA 02116-3785 Phone: (617) 247-0518

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