Modera Wealth Management, LLC

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 manages more than $11 billion in assets for more than 4,000 clients across the country.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

139 South Street, Suite 204 New Providence, NJ 07974 Phone: (973) 605-1100

Primary Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (201) 768-4600 Fax: (201) 768-1111

Other Offices

6101 Carnegie Boulevard, Suite 220 Charlotte, NC 28209 Phone: (704) 358-3322
620 Lee Rd Ste 100 Wayne, PA 19087-5650 Phone: (610) 695-8070
139 South Street, Suite 204 New Providence, NJ 07974 Phone: (973) 605-1100
7601 Lewinsville Road, Suite 210 McLean, VA 22102-2815 Phone: (703) 356-4380
140B SW Broad St Southern Pines, NC 28387-5405 Phone: (910) 684-8054
227 W Trade St Ste 1840 Charlotte, NC 28202-1689 Phone: (704) 334-0894
22 Depot St Tryon, NC 28782-3358 Phone: (828) 859-7001
6 Wall St Asheville, NC 28801 Phone: (828) 255-0271
7540 Windsor Dr Ste 205 Allentown, PA 8195-1011 Phone: (610) 336-4395
19 West 44th Street, Suite 1100 New York, NY 10036 Phone: (917) 410-3328
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