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Modera Wealth Management logo — Thoughtful, Impactful Financial Counsel Since 1983

Modera Wealth Management

Thoughtful, Impactful Financial Counsel Since 1983

Founded 1983 United States United States 182 employees Debt Financing Finance, Financial Services +3

General Information

Company Name Modera Wealth Management
Founded Year 1983
Location United States United States
Employees 182
Industries Finance, Financial Services, Information Technology +2
Funding Stage Debt Financing
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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 has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states 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.

No funding data available for Modera Wealth Management yet.

Modera Wealth Management Alternatives & Competitors

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Modera Wealth Management vs
Hohimer Wealth Management
Hohimer Wealth Management United States

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Modera Wealth Management vs
Concord Wealth Partners
Concord Wealth Partners United States

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Modera Wealth Management vs
Wealth Advisory Group LLC
Wealth Advisory Group LLC United States

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FAQ About Modera Wealth Management

Thoughtful, Impactful Financial Counsel Since 1983
Modera Wealth Management was founded in 1983.
Modera Wealth Management is headquartered in United States.
Modera Wealth Management operates in Finance, Financial Services, Information Technology, Insurance and Wealth Management.
Modera Wealth Management has approximately 182 employees.
Top alternatives and competitors to Modera Wealth Management include Hohimer Wealth Management, Concord Wealth Partners, Wealth Advisory Group LLC, Capital Wealth Planning, LLC, Alpen Partners AG | Switzerland. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Modera Wealth Management and Hohimer Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Modera Wealth Management, https://bouncewatch.com/company/modera-wealth-management, updated 6 January 2025. When citing, please name BounceWatch and link this page.

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