Modera Wealth Management - Financial Advisors & Financial Planners - Southern Pines, NC
Why pick this one
Modera Wealth Management serves Southern Pines with financial planning, investment management, tax, trust, and business retirement services.
Best for
- Business owners seeking financial planning
- Doctors and dentists seeking wealth management
- Retirees seeking financial planning
- Surviving spouses seeking financial planning
- Families managing special needs or chronic illness
- Foundations, endowments, and nonprofits needing institutional services
Specialties
- Anesthesiologists
- Business Owners
- Divorce
- Doctors and Dentists
- Executives
- Multigenerational Families
- LGBTQ+
- Retirees
- Special Needs and Chronic Illness
- Surviving Spouses
- Women
What makes them different
- Maintains a Southern Pines, North Carolina office
- Provides six listed solution areas, including financial planning, investment management, tax services, and trust services
- Lists dedicated specialties for business owners, doctors and dentists, retirees, surviving spouses, and special-needs households
- Serves foundations, endowments, and nonprofits through a dedicated institutional solution
- Serves
- Southern Pines
Distilled from this business's own website.
Contact & Location
- Address
- 140-B SW Broad St, Southern Pines, NC 28387
- Phone
- 9106848054
- Website
- https://moderawealth.com/office/north-carolina/...
Services
- Financial planning
- Investment management
- Tax services
- Trust services
- Business retirement services
- Services for foundations, endowments, and nonprofits