Modera Wealth Management

At your service are the people of Modera, all highly trained financial professionals with a wide breadth of industry experience and depth of expertise. Offering proactive financial guidance for income tax strategies, risk management, and much more.

Since our inception in 1983, Modera has maintained a client-first philosophy.

We were formed as a fee-only registered investment adviser which, at that time, was rare in the industry.

Since then we have grown our geographical footprint and added depth and breadth in an effort to provide premium service to our clients. Today we have locations in Massachusetts, New York, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida.