About Modera Wealth Management - Fee-Only Wealth Management Firm

At @ModeraWealthManagementLLC, we know that you want to be confident in your financial future. In order to do that, you need a clear path toward your financial goals. The problem is that financial planning and investing are complex and can make you feel unsure about whether you are on the right path and taking advantage of all the strategies that may be available to you. Our advisory teams not only have deep knowledge and experience with working with clients just like you, but we also genuinely want to be a trusted resource and help you accomplish your goals. For the past 40+ years, we have created clear and effective plans for our clients to help forge the right path toward achieving financial independence. We would be honored to help do the same for you and your loved ones.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.