Company profile

Modera Wealth Management

Industry
Financial Services
Employees
224
Headquarters
Westwood, NJ
Founded
1983
LinkedIn followers
4,328
Office locations
20

Modera Wealth Management company summary

Modera Wealth Management is a company in the Financial Services industry, headquartered in Westwood, NJ, founded in 1983. On LinkedIn the company has around 224 employees and 4,328 followers. The company lists 20 office locations. Its listed specialties include Wealth Management, Financial Planning, Fee-Only, Financial Advisor, Financial Planner.

What technology does Modera Wealth Management use?

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About Modera Wealth Management

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera serves clients throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com. Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.

Specialties

Wealth ManagementFinancial PlanningFee-OnlyFinancial AdvisorFinancial PlannerTax PlanningRetirement PlanningEstate PlanningRisk ManagementEducational FundingFamily GiftingCharitable IntentCash Flow BudgetingGoal Identification

Where is Modera Wealth Management located?

Modera Wealth Management lists 20 office locations.

Westwood, NJ, USHQ
56 Jefferson Ave
Allentown, PA, US
7540 Windsor Dr.
Annapolis, Maryland, US
582 Bellerive Rd
Asheville, North Carolina, US
6 Wall St
Asheville, North Carolina, US
85 Peachtree Rd
Atlanta, Georgia, US
5555 Glenridge Connector
Boston, Massachusetts, US
535 Boylston St
Charlotte, NC, US
6101 Carnegie Blvd
Charlotte, North Carolina, US
6700 Fairview Rd
Inverness, Florida, US
221 W Main St
McLean, VA, US
7601 Lewinsville Road
New Providence, NJ, US
139 South Street
New York, NY, US
122 E 42nd St
Oradell, New Jersey, US
800 Kinderkamack Rd
Plantation, Florida, US
1250 S. Pine Island Rd
Southern Pines, North Carolina, US
140 b SW Broad St
Stevensville, Maryland, US
409 Love Point Rd
Tryon, North Carolina, US
22 Depot St
Wayne, PA, US
620 Lee Rd
Westwood, Massachusetts, US
200 Lowder Brook Dr

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Frequently asked questions about Modera Wealth Management

What does Modera Wealth Management do?

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera serves clients throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com. Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.

How many employees does Modera Wealth Management have?

Modera Wealth Management has around 224 employees on LinkedIn.

Where is Modera Wealth Management headquartered?

Modera Wealth Management is headquartered in Westwood, NJ.

Where does Modera Wealth Management have offices?

Modera Wealth Management lists 20 office locations, including Westwood, NJ, US; Allentown, PA, US; Annapolis, Maryland, US; Asheville, North Carolina, US; Atlanta, Georgia, US.

When was Modera Wealth Management founded?

Modera Wealth Management was founded in 1983.

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