Modera Wealth Management
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About Modera Wealth Management
Modera Wealth Management is a fee-only fiduciary financial advisory firm providing personalized wealth management, financial planning, and investment management. The firm emphasizes independent, client-first guidance and serves high-net-worth individuals and families, including owners, professionals, retirees, and executives across multiple offices in the United States. It positions itself as a fiduciary, independently managed advisor focused on simplifying complex financial lives and helping clients achieve clarity and confidence in their financial future.