Consistently ranked one of the top wealth management firms in the country, Modera Wealth Management relies on the talent, knowledge and experience of the entire professional team to best serve our clients.

Each of our wealth managers is a Certified Financial Planner (CFP^®) and many of our professionals have become CFA Charterholders, Certified Public Accountants (CPA), or Enrolled Agents (EA).

To read their biographies, please click on their names below.