Modera Wealth

Since our inception in 1983, Modera has maintained a client-first philosophy. We were formed as a fee-only registered investment adviser which, at that time, was rare in the industry. Since then we have grown our geographical footprint and added depth and breadth in an effort to provide premium service to our clients. Today we have locations in Massachusetts, New York, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida, all dedicated to providing carefully researched, unbiased guidance. Throughout our entire history, we did not and do not accept any commissions, referral fees, or other fees from the sale of financial products. We firmly believe that being an independent registered investment adviser is the superior way to serve our clients’ best interests, and we remain committed to that approach today and for the future. We are proud of our culture and our commitment to upholding our values.