Modera Financial Advisors & Financial Planners
Financial Service
Why pick this one
Modera Financial Advisors has been recognized as a top firm for 2025, managing $17.5 billion in assets and serving over 6,300 clients.
Best for
- high-net-worth individuals
- business owners seeking financial clarity
- executives with complex compensation packages
Look elsewhere if
- individuals looking for budget-friendly financial advice
- clients preferring commission-based advisory services
Specialties
- retirement planning
- estate planning
- income tax planning
- risk analysis
- investment management
Certifications
- Fee-Only Advisory Firm
What makes them different
- Ranked 40th in Barron's Top 100 RIA Firms list for 2025
- Focusing on personalized wealth management since 1983
- Named one of the Fastest-Growing Fee-Only RIAs of 2024
- Serves over 6,300 clients
- $17.5 billion in assets under management
- Years in business
- 40
Distilled from this business's own website.
Contact & Location
- Address
- 831 E Morehead St Ste 760, Charlotte, NC 28202
- Phone
- (704) 358-3322
- Website
- http://www.moderawealth.com
Services
- wealth management
- financial planning
- investment management