Modera Wealth Management
Why pick this one
Modera Wealth Management has been providing fee-only financial advisory services since 1983 and manages $17.5 billion in assets.
Best for
- Individuals seeking comprehensive financial planning
- Families looking to streamline financial complexities
- Business owners needing investment strategy
Look elsewhere if
- Budget-sensitive clients needing low-cost options
- Individuals seeking solely tax preparation without broader financial services
Specialties
- Investment Strategy
- Comprehensive Financial Planning
- Estate & Trust Planning
- Insurance Planning
- Retirement Planning
Certifications
- CFP®
- Fiduciary
What makes them different
- Independently owned and fee-only advisors
- Ranked 34th on Barron’s 2024 list of Top 100 RIA Firms
- Client-focused with a fiduciary responsibility
- Manage $17.5 billion in assets
- Over 6,300 clients served
- Serves
- Charlotte, Columbia, Concord, Davidson, Fort Mill, Gastonia, Hickory, Huntersville, Lenoir, Matthews, Monroe, Mooresville, Pineville, Rock Hill, Statesville
Distilled from this business's own website.
Contact & Location
- Address
- 6101 Carnegie Blvd Ste 220, Charlotte, NC 28209
- Phone
- 7043583322
- Website
- https://moderawealth.com/offices/charlotte-nc/
Services
- Wealth Management
- Financial Advisory
- Tax Planning