Question 1

What is Modera Wealth Management?

Accepted Answer

Modera Wealth Management is a fee-only wealth management firm that provides personalized, comprehensive financial planning and investment management services to help clients gain clarity, confidence, and peace of mind in their financial lives.

Question 2

What services does Modera Wealth Management offer?

Accepted Answer

Modera Wealth Management offers a range of services, including financial planning, investment management, tax services, trust services, business retirement services, and solutions for foundations, endowments, and nonprofits.

Question 3

Who does Modera Wealth Management serve?

Accepted Answer

Modera Wealth Management works with a diverse clientele, including business owners, individuals going through divorce, doctors and dentists, executives, families, LGBTQ+ individuals, retirees, those with special needs, surviving spouses, and women.

Question 4

What makes Modera Wealth Management unique?

Accepted Answer

Modera Wealth Management is committed to providing a wealth management experience where clients feel taken care of, empowered, supported, and respected. They strive to handle any challenge, seize every opportunity, and provide thoughtful answers to every question.

Question 5

How can I work with Modera Wealth Management?

Accepted Answer

To work with Modera Wealth Management, you can contact them directly, find an advisor on their website, or reach out through the various contact options provided.

Location	Google category	Reviews	Status
7540 Windsor Dr #205, Allentown, PAprimary	Financial planner	4.8 (4)	Claimed
56 Jefferson Ave, Westwood, NJ	Financial planner	—	Claimed
6101 Carnegie Blvd #220, Charlotte, NC	Financial advisor	—	Claimed
140-B SW Broad St, Southern Pines, NC	Financial planner	—	Claimed
100 N Cherry St, Winston-Salem, NC	Financial planner	—	Claimed
139 South St #204, New Providence, NJ	Financial planner	—	Claimed
5555 Glenridge Con #150, Atlanta, GA	—	—	Claimed
200 Lowder Brook Dr, Westwood, MA	Financial planner	—	Claimed
800 Westchester Ave # N641, Rye Brook, NY	Financial planner	—	Claimed
221 W Main St, Inverness, FL	—	—	—
620 Lee Rd Ste 100, Wayne, PA	Financial planner	—	Claimed
122 E 42nd St Suite 1714, New York, NY	—	—	Claimed
7601 Lewinsville Rd Ste 210, McLean, VA	—	—	Claimed
22 Depot St, Tryon, NC	Financial planner	—	Claimed
6 Wall St, Asheville, NC	Financial planner	4.2 (5)	Claimed
1250 S Pine Island Rd #275, Plantation, FL	Financial planner	5.0 (4)	Claimed
582 Bellerive Dr #4d, Annapolis, MD	Financial planner	5.0 (2)	Claimed
535 Boylston St Suite 1101, Boston, MA	—	1.0 (1)	Claimed
221 W Main St, Inverness, FL	Financial planner	5.0 (1)	Claimed

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