Modera Wealth Management
Why pick this one
Modera Wealth Management has a 40-year history and manages over $17.5 billion in assets for more than 6,300 clients.
Best for
- individuals seeking personalized wealth management
- business owners needing financial clarity
- doctors and dentists planning for financial health
Look elsewhere if
- looking for low-cost, basic investment services
- needing quick, one-time financial advice
Specialties
- financial planning
- investment management
- retirement planning
- estate planning
- income tax planning
Certifications
- fee-only advisor
- fiduciary
What makes them different
- $17.5 billion assets under management
- 11.2 average client tenure in years
- more than 6,300 clients served
- majority employee-owned firm
- Years in business
- 40
Distilled from this business's own website.
Contact & Location
- Address
- 831 E Morehead St Ste 760, Charlotte, NC 28202
- Phone
- 7043583322
- Website
- http://moderawealth.com/
Services
- wealth management
- investment advisory