Those who become Modera clients have chosen what we believe we uniquely offer: compassionate, caring, customized, fee-only financial guidance. At Modera you will enjoy a collaborative relationship with your team of financial specialists who are ready to address your needs, guide you around pitfalls, and help you to live your best financial life.
As a client you will experience careful attention to your needs, thorough responses to your questions, and the sense of being consistently cared for. Modera team members are highly trained, dedicated people who work in many different capacities to provide you with the exceptional experience you deserve.
As a client you will experience careful attention to your needs, thorough responses to your questions, and the sense of being consistently cared for. Modera team members are highly trained, dedicated people who work in many different capacities to provide you with the exceptional experience you deserve.
Services
When Modera was founded, we wanted to build a culture where we were always asking ourselves, how could we do right by our clients and communities? Guiding us has been a set of shared values, rooted in transparency, integrity and the commitment to be always learning about what more we can do to make a positive and thoughtful impact.
Modera serves as the leader of your financial team, handling overall coordination of aspects that can affect your financial life. Allow us to help you put together your puzzle so you can have more free time. With your Modera team behind you, you can focus your time on what matters most to you. Here are examples of our core financial planning service areas and the types of questions we help address:.
Thank you again for participating in our 2020 Client Survey that went out at the end of last year. Your responses helped to re-affirm what we are doing well. They also provided invaluable insight on how we can better tailor our services to meet your needs. We've identified some immediate next steps and will continue to incorporate your feedback throughout the year.
Your finances have reached a new level of complexity and you worry that something may fall through the cracks. You want to make smart, well informed financial decisions, but also have more time to focus on what really matters to you. You want your loved ones to have someone they can trust with financial matters if you should pass before them.
Some examples of owners who come to us are inter-generational family business owners, medical or dental practice owners, law or accounting practice partners. This question-and-answer article is designed to help small business owners better understand the disability insurance/wealth management relationship.
Reviews
Be the first to review Modera Wealth Management.
Write a Review
