Modera Wealth Management
Financial ServicesView the employees at
Modera Wealth Management-
Bowman Rye Thayer Planning Associate at Modera Wealth Management
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Boston, Massachusetts, United States
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Rising Star
Tom Kolefas Senior Investment Advisor-
Westwood, New Jersey, United States
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Top 1%
Dan Crimmins Fee Only Financial Adviser, Retirement Planning, Independent Financial Adviser-
Westwood, New Jersey, United States
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Top 5%
Edwin R. Baldrige III Principal and Wealth Manager-
Allentown, Pennsylvania, United States
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Rising Star
Lauren Morgan Senior Client Service Specialist at Modera Wealth Management-
Asheville, North Carolina, United States
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Rising Star
Overview
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.
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