As a Fee-Only firm, Modera Wealth Management is 100% independent from all investment and insurance products, and distributors. We do not accept any sales commissions, bonuses or hidden fees. This allows us to act as a fiduciary for clients, always putting their interests first.

In a measured, disciplined approach to planning, our firm customizes plans specific to your needs, reduces overall risk in your plan, provides high-level knowledge and experience, and offers greater capabilities to achieve your short and long-term financial objectives.

Affluent individuals, families and organizations have relied on our firm for wealth management planning and portfolio management for years because we understand that each client's needs and situation are unique to them.  There is no single model or plan for everyone, which is why our team of professionals tailors our plans according to the unique needs of each client and provides the personalized service each client deserves.