Modera Wealth Management, LLC
Modera provides thoughtful financial counsel to discerning individuals and organizations.
Overseeing $2.3 billion (regulatory client assets under management) 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. 7/18/19/ER.
Contact Modera Wealth Management, LLC
Advisors at this Office
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
Associates at this Office
Sandy Patrick
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
Associates at Other Firm Offices
J. Dawson Fielding
NAPFA Associate
Jennifer Faherty, CFP®
NAPFA Associate
Robert Siefert, CFP®, MBA
NAPFA Associate
Dina Megretskaia, EA
NAPFA Associate
John Foligno
NAPFA Associate
Stephanie Spies
NAPFA Associate
Mark Willoughby, ACA, CFA®, CFP®
NAPFA Associate
Peter Somich
NAPFA Associate
Meghan Dwyer
NAPFA Associate
Brian Schiess
NAPFA Associate
Christopher White, CFP®
NAPFA Associate
Matthew Stack
NAPFA Associate
Jacob Burleson
NAPFA Associate
Zach Palmer
NAPFA Associate
This Office
221 W Main St Ste A Inverness, FL 34450-4810 Phone: (352) 746-4460 Fax: (352) 746-0816Primary Office
56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (201) 768-4600 Fax: (201) 768-1111Other Offices
221 W Main St Ste A
Inverness, FL 34450-4810
Phone: (352) 746-4460
Fax: (352) 746-0816