Modera Wealth Management

    OverviewSuggest Edit

    At Modera Wealth Management, we work to lead our clients toward the attainment of their financial aspirations.  As fiduciaries, we put our clients’ interests first, while upholding the highest levels of integrity and professionalism.  We serve our clients the way we would want to be treated ourselves, by partnering with them in a respectful, collaborative relationship based on full transparency and responsive service.

    Modera provides wealth management and portfolio management services to individuals, families, trusts, institutions and philanthropic organizations. The Modera name, derived from a Latin translation meaning “direction” and “management,” reflects our mission to continue to provide sound financial guidance and tailored investment solutions for our clients. 

    TypePrivate
    HQWestwood, US
    Websitemoderawealth.com
    Employee Ratings3.6

    Latest Updates

    Employees (est.) (May 2020)63(+2%)

    Modera Wealth Management Office Locations

    Modera Wealth Management has offices in Westwood, Boston, Charlotte, Inverness and in 1 other location
    Westwood, US (HQ)
    56 Jefferson Ave
    Boston, US
    535 Boylston St #300
    Charlotte, US
    831 E Morehead St Suite 760
    Inverness, US
    221 W Main St
    Sandy Springs, US
    5555 Glenridge Con #150
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    Modera Wealth Management Online and Social Media Presence

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    Modera Wealth Management News and Updates

    Modera Wealth Management, LLC Adds New Owners

    WESTWOOD, N.J., Jan. 7, 2020 /PRNewswire/ -- Modera Wealth Management, LLC has announced that it recently added eight colleagues to its ownership group. Laurie Kane Burkhardt, CFP®; Robert Dowling, CFP®; Michael Gibney, CFP®, AIF; Kelly Henning, CFP®, MSFS; Bill Houck, CFP®, ChFC®; Karen...

    Modera Wealth Management Blogs

    The ‘Three R’ Approach to Managing Financial Stress

    If you are feeling stressed about your finances lately, you’re not alone. According to a recent study by the National Endowment for Financial Education, nearly 9 out of 10 participants reported that that they were feeling more financial stress as a result of COVID-19. The post The ‘Three R’ Approac…

    2020 Q1 Investment Perspectives

    Andrà tutto bene. It is an expression being used increasingly across Italian social media amidst the severe COVID-19 breakout in that country. Translated, it means “everything is going to be all right.”  It’s a message of hope, a message of strength, and a message of looking ahead to better days. Th…

    The Silver Lining: Opportunities and Planning Ideas During a Market Downturn

    During a periods of high market volatility short-term negative impact to your investment portfolio can be unnerving, but there are also some planning opportunities that could allow you to take advantage of the situation and do not require you to make significant sacrifices in your investment portfol…

    Covid-19 and Cyber Health: “Think Before You Click”

    In these unprecedented times, we are confronted with change in many aspects of our lives. Some of these changes in circumstance require changes in our current behavior and often they introduce completely new tools and behaviors to learn and put into practice. The changes have not gone unnoticed by …

    CARES Act FAQ: Tax and Financial Relief for Individuals

    Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult busi…

    Important Information For Small Businesses Impacted By COVID-19

    Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult busi…
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    Modera Wealth Management Frequently Asked Questions

    • How many employees does Modera Wealth Management have?

      Modera Wealth Management has 63 employees.

    • Who are Modera Wealth Management competitors?

      Competitors of Modera Wealth Management include Nationwide Title Clearing, Wuestenrot or Wuerttembergische (W&W) and Tykoon.

    • Where is Modera Wealth Management headquarters?

      Modera Wealth Management headquarters is located at 56 Jefferson Ave, Westwood.

    • Where are Modera Wealth Management offices?

      Modera Wealth Management has offices in Westwood, Boston, Charlotte, Inverness and in 1 other location.

    • How many offices does Modera Wealth Management have?

      Modera Wealth Management has 5 offices.