Modera Wealth Management operates on a fee-only basis and is completely independent from all investment and insurance products.  Moreover, unlike other firms who may have obligations to shareholders, we adhere to a Fiduciary standard, meaning that we always place the interest of our clients first.

Fee-Only Wealth Management
Our compensation is 100% fee-only.  The firm does not earn or accept any commissions, bonuses or hidden fees from the sale of financial products or through our work with third-party vendors.  The fee-only approach to financial planning has been endorsed by AARP, the Consumer Federation of America and state regulators.  Our firm is a member of NAPFA, the National Association of Personal Financial Advisors, an organization of fee-only financial planners.  

Placing Clients First – Our Fiduciary Standard
Unlike most brokerage firms and banks, whose first responsibility is to shareholders, we work solely for our clients and always place your interests first.  We maintain, in writing, a fiduciary relationship with our clients, which is the highest standard of care under the law, and requires that your interests supersede the interests of our firm in any financial decision or strategy we undertake.

To learn more about a Fiduciary standard, visit www.FocusonFiduciary.com.