Overseeing $ billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
*regulatory client assets under management
Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, 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.
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